Mosaic Family Wealth’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20
| Closed | -$26K | – | 204 |
|
|
2019
Q1 | $26K | Hold |
20
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $25K | Hold |
20
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $26K | Hold |
20
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $25K | Hold |
20
| – | – | 0.01% | 432 |
|
|
2018
Q1 | $26K | Hold |
20
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $26K | Hold |
20
| – | – | 0.01% | 411 |
|
|
2017
Q3 | $26K | Buy |
+20
| New | +$26K | 0.01% | 425 |
|