Meristem Family Wealth’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$594K Sell
14,414
-2,346
-14% -$96.7K 0.06% 169
2021
Q4
$746K Hold
16,760
0.06% 172
2021
Q3
$711K Buy
+16,760
New +$711K 0.07% 175