Monte Financial Group’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,324	Closed	-$209K	–	83
2023 Q1	$209K	Hold	7,324	–	–	0.11%	84
2022 Q4	$243K	Buy	+7,324	New	+$243K	0.12%	79
2022 Q2	–	Sell	-6,138	Closed	-$253K	–	76
2022 Q1	$253K	Buy	+6,138	New	+$253K	0.13%	74