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New Insight Wealth Advisors’s Bank of America BAC Stock Holding History

New Insight Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,104
Closed -$231K – 84
2024
Q1 		$231K Sell
6,104
-2,633
-30% -$99.8K 0.14% 75
2023
Q4 		$294K Buy
+8,737
New +$294K 0.2% 64