PWSG
Pacific Wealth Strategies Group’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
422
+15
| +4% | +$18.3K | 0.34% | 37 |
|
|
2025
Q1 | $502K | Hold |
407
| – | – | 0.37% | 40 |
|
|
2024
Q4 | $496K | Buy |
407
+18
| +5% | +$21.9K | 0.35% | 41 |
|
|
2024
Q3 | $495K | Buy |
389
+88
| +29% | +$112K | 0.37% | 36 |
|
|
2024
Q2 | $360K | Buy |
301
+60
| +25% | +$71.8K | 0.3% | 40 |
|
|
2024
Q1 | $288K | Buy |
+241
| New | +$288K | 0.24% | 42 |
|