Novak Financial Planning’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.5M Sell
36,388
-170
-0.5% -$7.01K 0.73% 44
2021
Q1
$1.41M Buy
36,558
+9
+0% +$348 0.78% 42
2020
Q4
$1.11M Buy
+36,549
New +$1.11M 0.65% 46