OAM
Optimal Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.31M | Buy |
30,896
+50
| +0.2% | +$2.12K | 0.16% | 201 |
|
|
2021
Q2 | $1.27M | Sell |
30,846
-9
| -0% | -$371 | 0.15% | 212 |
|
|
2021
Q1 | $1.19M | Buy |
30,855
+8,700
| +39% | +$337K | 0.15% | 213 |
|
|
2020
Q4 | $672K | Sell |
22,155
-90
| -0.4% | -$2.73K | 0.1% | 303 |
|
|
2020
Q3 | $536K | Sell |
22,245
-1,138
| -5% | -$27.4K | 0.08% | 329 |
|
|
2020
Q2 | $555K | Sell |
23,383
-59,884
| -72% | -$1.42M | 0.09% | 311 |
|
|
2020
Q1 | $1.77K | Buy |
83,267
+18,709
| +29% | +$397 | 0.17% | 209 |
|
|
2019
Q4 | $2.27M | Buy |
+64,558
| New | +$2.27M | 0.35% | 98 |
|