MWM
Minot Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $781K | Sell |
25,091
-2,559
| -9% | -$79.7K | 0.2% | 89 |
|
|
2022
Q1 | $1.14M | Buy |
27,650
+2,555
| +10% | +$105K | 0.25% | 77 |
|
|
2021
Q4 | $1.12M | Buy |
25,095
+451
| +2% | +$20.1K | 0.21% | 83 |
|
|
2021
Q3 | $1.05M | Sell |
24,644
-152
| -0.6% | -$6.45K | 0.23% | 87 |
|
|
2021
Q2 | $988K | Buy |
24,796
+10,891
| +78% | +$434K | 0.22% | 92 |
|
|
2021
Q1 | $538K | Buy |
13,905
+554
| +4% | +$21.4K | 0.14% | 113 |
|
|
2020
Q4 | $405K | Buy |
+13,351
| New | +$405K | 0.12% | 110 |
|
|
2020
Q1 | – | Sell |
-7,630
| Closed | -$262K | – | 107 |
|
|
2019
Q4 | $262K | Buy |
+7,630
| New | +$262K | 0.12% | 118 |
|