Patriot Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $8.99M | Sell |
364,802
-7,549
| -2% | -$186K | 1.32% | 26 |
|
|
2018
Q3 | $11M | Buy |
372,351
+8,663
| +2% | +$255K | 1.38% | 18 |
|
|
2018
Q2 | $10.3M | Buy |
363,688
+8,546
| +2% | +$241K | 1.41% | 20 |
|
|
2018
Q1 | $10.7M | Buy |
355,142
+77,459
| +28% | +$2.32M | 1.52% | 19 |
|
|
2017
Q4 | $8.2M | Buy |
277,683
+4,709
| +2% | +$139K | 1.16% | 30 |
|
|
2017
Q3 | $6.92M | Buy |
272,974
+1,017
| +0.4% | +$25.8K | 1.12% | 30 |
|
|
2017
Q2 | $6.6M | Buy |
+271,957
| New | +$6.6M | 1.1% | 34 |
|