New Potomac Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $123K | Buy |
+3,108
| New | +$123K | 0.06% | 96 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 141 |
|
|
2018
Q4 | $25K | Hold |
1,000
| – | – | 0.03% | 118 |
|
|
2018
Q3 | $29K | Hold |
1,000
| – | – | 0.03% | 115 |
|
|
2018
Q2 | $28K | Hold |
1,000
| – | – | 0.03% | 116 |
|
|
2018
Q1 | $30K | Hold |
1,000
| – | – | 0.03% | 114 |
|
|
2017
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.03% | 111 |
|