Pacific Edge Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,840
| Closed | -$347K | – | 37 |
|
|
2019
Q4 | $347K | Buy |
9,840
+2,210
| +29% | +$77.9K | 0.21% | 36 |
|
|
2019
Q3 | $223K | Hold |
7,630
| – | – | 0.15% | 40 |
|
|
2019
Q2 | $221K | Sell |
7,630
-2,240
| -23% | -$64.9K | 0.15% | 39 |
|
|
2019
Q1 | $272K | Sell |
9,870
-90
| -0.9% | -$2.48K | 0.16% | 38 |
|
|
2018
Q4 | $245K | Hold |
9,960
| – | – | 0.16% | 37 |
|
|
2018
Q3 | $293K | Sell |
9,960
-2,075
| -17% | -$61K | 0.16% | 34 |
|
|
2018
Q2 | $339K | Buy |
12,035
+1,970
| +20% | +$55.5K | 0.19% | 30 |
|
|
2018
Q1 | $302K | Buy |
+10,065
| New | +$302K | 0.19% | 33 |
|