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Mittelman Wealth Management’s Bank of America BAC Stock Holding History

Mittelman Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,849
Closed -$1.07M – 34
2024
Q2 		$1.07M Sell
26,849
-334
-1% -$13.3K 0.69% 35
2024
Q1 		$1.03M Buy
+27,183
New +$1.03M 0.7% 36