OTA Financial Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-47,158
| Closed | -$724K | – | 75 |
|
|
2014
Q3 | $724K | Buy |
+47,158
| New | +$724K | 0.96% | 31 |
|
|
2014
Q1 | $965K | Buy |
+56,116
| New | +$965K | 0.92% | 27 |
|
|
2013
Q4 | – | Sell |
-19,301
| Closed | -$266 | – | 115 |
|
|
2013
Q3 | $266 | Buy |
+19,301
| New | +$266 | 0.15% | 60 |
|