Newton One Investments’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-356
| Closed | -$11K | – | 120 |
|
|
2022
Q3 | $11K | Hold |
356
| – | – | 0.01% | 97 |
|
|
2022
Q2 | $11K | Hold |
356
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $15K | Hold |
356
| – | – | 0.01% | 98 |
|
|
2021
Q4 | $16K | Sell |
356
-356
| -50% | -$16K | 0.01% | 95 |
|
|
2021
Q3 | $30K | Hold |
712
| – | – | 0.02% | 80 |
|
|
2021
Q2 | $29K | Buy |
+712
| New | +$29K | 0.02% | 80 |
|