New Capital Management’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
2020
Q1
Sell
2019
Q4
$21K Hold
2019
Q3
$17K Hold
2019
Q2
$17K Hold
2019
Q1
$16K Hold
2018
Q4
$15K Hold
2018
Q3
$17K Hold
2018
Q2
$17K Hold
2018
Q1
$18K Hold
2017
Q4
$17K Buy
2017
Q3
$15K Sell
2017
Q2
$161K Hold
2017
Q1
$161K Buy