Planning Solutions Group’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	$1.69M	Buy	58,324 +16,114	+38%	+$467K	0.87%	26
2019 Q1	$1.17M	Sell	42,210 -177	-0.4%	-$4.89K	0.62%	31
2018 Q4	$1.04M	Buy	+42,387	New	+$1.04M	0.64%	31