MIM
Midwest Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $373K | Hold |
14,738
| – | – | 0.31% | 41 |
|
|
2017
Q2 | $357K | Hold |
14,738
| – | – | 0.3% | 40 |
|
|
2017
Q1 | $347K | Hold |
14,738
| – | – | 0.3% | 40 |
|
|
2016
Q4 | $325K | Sell |
14,738
-1,100
| -7% | -$24.3K | 0.28% | 39 |
|
|
2016
Q3 | $247K | Hold |
15,838
| – | – | 0.21% | 47 |
|
|
2016
Q2 | $210K | Hold |
15,838
| – | – | 0.17% | 54 |
|
|
2016
Q1 | $214K | Hold |
15,838
| – | – | 0.17% | 51 |
|
|
2015
Q4 | $266K | Hold |
15,838
| – | – | 0.23% | 45 |
|
|
2015
Q3 | $246K | Sell |
15,838
-500
| -3% | -$7.77K | 0.21% | 47 |
|
|
2015
Q2 | $278K | Buy |
16,338
+1,000
| +7% | +$17K | 0.21% | 50 |
|
|
2015
Q1 | $236K | Sell |
15,338
-2,000
| -12% | -$30.8K | 0.18% | 50 |
|
|
2014
Q4 | $310K | Hold |
17,338
| – | – | 0.23% | 49 |
|
|
2014
Q3 | $295K | Buy |
17,338
+2,638
| +18% | +$44.9K | 0.22% | 51 |
|
|
2014
Q2 | $225K | Hold |
14,700
| – | – | 0.16% | 57 |
|
|
2014
Q1 | $252K | Hold |
14,700
| – | – | 0.19% | 57 |
|
|
2013
Q4 | $228K | Buy |
14,700
+2,000
| +16% | +$31K | 0.17% | 64 |
|
|
2013
Q3 | $175K | Buy |
+12,700
| New | +$175K | 0.15% | 62 |
|