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One Wealth Management Investment & Advisory Services’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,594
Closed -$262K 56
2024
Q2
$262K Sell
6,594
-158
-2% -$6.28K 0.1% 96
2024
Q1
$256K Buy
+6,752
New +$256K 0.1% 107