Merrion Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,150
| Closed | -$212K | – | 91 |
|
2022
Q1 | $212K | Hold |
5,150
| – | – | 0.16% | 95 |
|
2021
Q4 | $229K | Hold |
5,150
| – | – | 0.17% | 90 |
|
2021
Q3 | $218K | Hold |
5,150
| – | – | 0.17% | 87 |
|
2021
Q2 | $212K | Buy |
+5,150
| New | +$212K | 0.16% | 89 |
|
2021
Q1 | – | Sell |
-1,650
| Closed | -$50K | – | 97 |
|
2020
Q4 | $50K | Buy |
+1,650
| New | +$50K | 0.04% | 124 |
|