Northwest Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-8
| Closed | -$10K | – | 144 |
|
2019
Q1 | $10K | Hold |
8
| – | – | 0.01% | 343 |
|
2018
Q4 | $10K | Hold |
8
| – | – | 0.01% | 322 |
|
2018
Q3 | $10K | Hold |
8
| – | – | 0.01% | 351 |
|
2018
Q2 | $10K | Sell |
8
-30
| -79% | -$37.5K | 0.01% | 344 |
|
2018
Q1 | $49K | Buy |
+38
| New | +$49K | 0.04% | 215 |
|