Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-400
| Closed | -$16K | – | 106 |
|
|
2021
Q2 | $16K | Buy |
+400
| New | +$16K | 0.01% | 228 |
|
|
2020
Q1 | – | Sell |
-2,593
| Closed | -$91K | – | 111 |
|
|
2019
Q4 | $91K | Hold |
2,593
| – | – | 0.04% | 106 |
|
|
2019
Q3 | $76K | Buy |
2,593
+247
| +11% | +$7.24K | 0.04% | 123 |
|
|
2019
Q2 | $68K | Buy |
+2,346
| New | +$68K | 0.03% | 116 |
|