Peloton Wealth Strategists’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.16M | Hold |
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|
2020
Q3 | $918K | Sell |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.44M | Hold |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.21M | Sell |
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|
2018
Q3 | $1.49M | Sell |
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|
2018
Q2 | $1.43M | Hold |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.49M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $709K | Buy |
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|
2016
Q1 | $414K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $572K | Buy |
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