Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$255K | – | 466 |
|
|
2024
Q3 | $255K | Hold |
200
| – | – | 0.04% | 469 |
|
|
2024
Q2 | $239K | Hold |
200
| – | – | 0.04% | 449 |
|
|
2024
Q1 | $239K | Hold |
200
| – | – | 0.04% | 468 |
|
|
2023
Q4 | $241K | Sell |
200
-5
| -2% | -$6.03K | 0.04% | 435 |
|
|
2023
Q3 | $228K | Hold |
205
| – | – | 0.05% | 395 |
|
|
2023
Q2 | $240K | Hold |
205
| – | – | 0.05% | 395 |
|
|
2023
Q1 | $239K | Buy |
205
+5
| +3% | +$5.84K | 0.05% | 385 |
|
|
2022
Q4 | $232K | Sell |
200
-5
| -2% | -$5.8K | 0.05% | 377 |
|
|
2022
Q3 | $240K | Hold |
205
| – | – | 0.06% | 311 |
|
|
2022
Q2 | $247K | Hold |
205
| – | – | 0.06% | 320 |
|
|
2022
Q1 | $269K | Hold |
205
| – | – | 0.05% | 365 |
|
|
2021
Q4 | $296K | Buy |
+205
| New | +$296K | 0.06% | 328 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | – | – | 377 |
|
|
2020
Q3 | $0 | Hold |
200
| – | – | ﹤0.01% | 153 |
|
|
2020
Q2 | $268K | Buy |
+200
| New | +$268K | 0.08% | 228 |
|