Perigon Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
177
| – | – | 0.01% | 986 |
|
|
2025
Q1 | $219K | Hold |
177
| – | – | 0.01% | 930 |
|
|
2024
Q4 | $218K | Sell |
177
-1
| -0.6% | -$1.23K | 0.01% | 940 |
|
|
2024
Q3 | $227K | Sell |
178
-2
| -1% | -$2.55K | 0.01% | 886 |
|
|
2024
Q2 | $215K | Hold |
180
| – | – | 0.01% | 790 |
|
|
2024
Q1 | $215K | Hold |
180
| – | – | 0.01% | 789 |
|
|
2023
Q4 | $217K | Hold |
180
| – | – | 0.01% | 763 |
|
|
2023
Q3 | $200K | Hold |
180
| – | – | 0.01% | 734 |
|
|
2023
Q2 | $211K | Buy |
+180
| New | +$211K | 0.01% | 719 |
|