McClarren Financial Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,234
| Closed | -$12K | – | 104 |
|
|
2025
Q1 | $12K | Buy |
+1,234
| New | +$12K | 0.01% | 204 |
|
|
2024
Q4 | – | Sell |
-1,273
| Closed | -$12 | – | 213 |
|
|
2024
Q3 | $12 | Buy |
1,273
+77
| +6% | +$1 | ﹤0.01% | 180 |
|
|
2024
Q2 | $11K | Buy |
1,196
+1,186
| +11,860% | +$10.9K | 0.01% | 240 |
|
|
2024
Q1 | $12K | Hold |
10
| – | – | 0.01% | 234 |
|
|
2023
Q4 | $12K | Hold |
10
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $11K | Buy |
+10
| New | +$11K | 0.01% | 251 |
|