Peachtree Investment Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-24,498
| Closed | -$1.01M | – | 99 |
|
2022
Q1 | $1.01M | Buy |
24,498
+1,917
| +8% | +$79K | 0.46% | 38 |
|
2021
Q4 | $1.01M | Buy |
22,581
+13,455
| +147% | +$599K | 0.42% | 37 |
|
2021
Q3 | $387K | Buy |
9,126
+43
| +0.5% | +$1.82K | 0.19% | 57 |
|
2021
Q2 | $375K | Buy |
9,083
+134
| +1% | +$5.53K | 0.18% | 57 |
|
2021
Q1 | $346K | Buy |
+8,949
| New | +$346K | 0.2% | 58 |
|