McKinley Carter Wealth Services’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 |
-6,978
| Closed | -$231K | – | 298 |
|
|
2022
Q4 | $231K | Buy |
+6,978
| New | +$231K | 0.02% | 270 |
|
|
2020
Q1 | – | Sell |
-10,817
| Closed | -$381K | – | 138 |
|
|
2019
Q4 | $381K | Buy |
10,817
+2,516
| +30% | +$88.6K | 0.09% | 123 |
|
|
2019
Q3 | $242K | Buy |
+8,301
| New | +$242K | 0.06% | 145 |
|
|
2018
Q4 | – | Sell |
-7,412
| Closed | -$218K | – | 150 |
|
|
2018
Q3 | $218K | Buy |
7,412
+13
| +0.2% | +$382 | 0.06% | 150 |
|
|
2018
Q2 | $209K | Buy |
7,399
+3,900
| +111% | +$110K | 0.07% | 154 |
|
|
2018
Q1 | $105K | Buy |
+3,499
| New | +$105K | 0.03% | 213 |
|