PCI
Planning Center Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,366
| Closed | -$211K | – | 66 |
|
|
2022
Q4 | $211K | Buy |
+6,366
| New | +$211K | 0.06% | 66 |
|
|
2022
Q2 | – | Sell |
-6,557
| Closed | -$270K | – | 50 |
|
|
2022
Q1 | $270K | Sell |
6,557
-85
| -1% | -$3.5K | 0.78% | 34 |
|
|
2021
Q4 | $311K | Buy |
+6,642
| New | +$311K | 0.25% | 35 |
|