Mosaic Family Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Sell |
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|
2019
Q3 | $234K | Sell |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $250K | Buy |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $271K | Hold |
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|
2017
Q4 | $267K | Sell |
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|
2017
Q3 | $524K | Buy |
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|
2017
Q2 | $344K | Buy |
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|
2017
Q1 | $91K | Sell |
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|
2016
Q4 | $687K | Buy |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $65K | Sell |
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|
2016
Q1 | $104K | Sell |
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|
2015
Q4 | $175K | Buy |
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