Partnervest Advisory Services’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
Q3 | $807K | Buy |
33,514
+9,089
| +37% | +$219K | 0.26% | 76 |
|
|
2020
Q2 | $580K | Buy |
24,425
+4,694
| +24% | +$111K | 0.22% | 87 |
|
|
2020
Q1 | $419K | Sell |
19,731
-898
| -4% | -$19.1K | 0.19% | 99 |
|
|
2019
Q4 | $727K | Buy |
20,629
+9,816
| +91% | +$346K | 0.27% | 69 |
|
|
2019
Q3 | $315K | Buy |
10,813
+1,358
| +14% | +$39.6K | 0.11% | 161 |
|
|
2019
Q2 | $274K | Sell |
9,455
-115
| -1% | -$3.33K | 0.11% | 157 |
|
|
2019
Q1 | $264K | Buy |
9,570
+1,059
| +12% | +$29.2K | 0.11% | 171 |
|
|
2018
Q4 | $210K | Sell |
8,511
-27,917
| -77% | -$689K | 0.1% | 184 |
|
|
2018
Q3 | $1.07M | Buy |
36,428
+3,790
| +12% | +$112K | 0.43% | 47 |
|
|
2018
Q2 | $920K | Buy |
32,638
+1,847
| +6% | +$52.1K | 0.43% | 50 |
|
|
2018
Q1 | $923K | Buy |
30,791
+4,061
| +15% | +$122K | 0.44% | 49 |
|
|
2017
Q4 | $789K | Buy |
26,730
+5,564
| +26% | +$164K | 0.38% | 55 |
|
|
2017
Q3 | $536K | Buy |
21,166
+446
| +2% | +$11.3K | 0.26% | 84 |
|
|
2017
Q2 | $503K | Sell |
20,720
-1,275
| -6% | -$31K | 0.23% | 94 |
|
|
2017
Q1 | $519K | Sell |
21,995
-1,204
| -5% | -$28.4K | 0.23% | 84 |
|
|
2016
Q4 | $513K | Sell |
23,199
-23,799
| -51% | -$526K | 0.24% | 87 |
|
|
2016
Q3 | $736K | Sell |
46,998
-2,432
| -5% | -$38.1K | 0.35% | 64 |
|
|
2016
Q2 | $656K | Buy |
49,430
+9,826
| +25% | +$130K | 0.32% | 64 |
|
|
2016
Q1 | $535K | Buy |
39,604
+1,409
| +4% | +$19K | 0.28% | 73 |
|
|
2015
Q4 | $643K | Buy |
38,195
+1,101
| +3% | +$18.5K | 0.36% | 57 |
|
|
2015
Q3 | $578K | Buy |
37,094
+907
| +3% | +$14.1K | 0.33% | 59 |
|
|
2015
Q2 | $616K | Buy |
36,187
+13,841
| +62% | +$236K | 0.31% | 54 |
|
|
2015
Q1 | $344K | Sell |
22,346
-738
| -3% | -$11.4K | 0.18% | 103 |
|
|
2014
Q4 | $413K | Sell |
23,084
-1,868
| -7% | -$33.4K | 0.2% | 85 |
|
|
2014
Q3 | $425K | Buy |
24,952
+94
| +0.4% | +$1.6K | 0.22% | 80 |
|
|
2014
Q2 | $382K | Sell |
24,858
-3,619
| -13% | -$55.6K | 0.17% | 91 |
|
|
2014
Q1 | $490K | Sell |
28,477
-999
| -3% | -$17.2K | 0.22% | 64 |
|
|
2013
Q4 | $459K | Buy |
29,476
+16,780
| +132% | +$261K | 0.21% | 75 |
|
|
2013
Q3 | $175K | Buy |
12,696
+386
| +3% | +$5.32K | 0.09% | 130 |
|
|
2013
Q2 | $158K | Buy |
+12,310
| New | +$158K | 0.07% | 117 |
|