McElhenny Sheffield Capital Management’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,139	Closed	-$37.7K	–	133
2022 Q4	$37.7K	Buy	+1,139	New	+$37.7K	0.02%	206
2021 Q4	–	Sell	-31,839	Closed	-$1.35M	–	122
2021 Q3	$1.35M	Buy	+31,839	New	+$1.35M	0.61%	15