Northwest Financial Advisors’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
Q4
Sell
-693
Closed -$27.5K 148
2024
Q3
$27.5K Buy
+693
New +$27.5K 0.02% 290
2024
Q1
Sell
-2,236
Closed -$75.3K 128
2023
Q4
$75.3K Buy
+2,236
New +$75.3K 0.06% 170