PVWM
Point View Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.95M | Buy |
64,267
+711
| +1% | +$21.6K | 0.79% | 36 |
|
|
2020
Q3 | $1.53M | Buy |
63,556
+1,787
| +3% | +$43K | 0.72% | 39 |
|
|
2020
Q2 | $1.47M | Buy |
61,769
+801
| +1% | +$19K | 0.7% | 40 |
|
|
2020
Q1 | $1.29M | Buy |
60,968
+1,084
| +2% | +$23K | 0.71% | 41 |
|
|
2019
Q4 | $2.11M | Sell |
59,884
-3,713
| -6% | -$131K | 0.87% | 28 |
|
|
2019
Q3 | $1.86M | Sell |
63,597
-2,711
| -4% | -$79.1K | 0.84% | 33 |
|
|
2019
Q2 | $1.92M | Buy |
66,308
+988
| +2% | +$28.7K | 0.82% | 37 |
|
|
2019
Q1 | $1.8M | Buy |
65,320
+3,200
| +5% | +$88.3K | 0.8% | 35 |
|
|
2018
Q4 | $1.53M | Buy |
62,120
+4,938
| +9% | +$122K | 0.77% | 36 |
|
|
2018
Q3 | $1.69M | Buy |
57,182
+2,786
| +5% | +$82.1K | 0.75% | 37 |
|
|
2018
Q2 | $1.53M | Buy |
54,396
+522
| +1% | +$14.7K | 0.71% | 41 |
|
|
2018
Q1 | $1.62M | Buy |
53,874
+70
| +0.1% | +$2.1K | 0.78% | 37 |
|
|
2017
Q4 | $1.59M | Sell |
53,804
-1,191
| -2% | -$35.2K | 0.75% | 38 |
|
|
2017
Q3 | $1.39M | Buy |
54,995
+1,979
| +4% | +$50.2K | 0.67% | 40 |
|
|
2017
Q2 | $1.29M | Buy |
53,016
+1,442
| +3% | +$35K | 0.63% | 47 |
|
|
2017
Q1 | $1.22M | Buy |
51,574
+1,350
| +3% | +$31.9K | 0.63% | 50 |
|
|
2016
Q4 | $1.11M | Sell |
50,224
-2,267
| -4% | -$50.1K | 0.64% | 47 |
|
|
2016
Q3 | $821K | Buy |
52,491
+4,425
| +9% | +$69.2K | 0.49% | 69 |
|
|
2016
Q2 | $638K | Buy |
48,066
+2,637
| +6% | +$35K | 0.39% | 94 |
|
|
2016
Q1 | $614K | Buy |
45,429
+673
| +2% | +$9.1K | 0.4% | 92 |
|
|
2015
Q4 | $753K | Buy |
44,756
+877
| +2% | +$14.8K | 0.54% | 64 |
|
|
2015
Q3 | $684K | Buy |
43,879
+1,160
| +3% | +$18.1K | 0.55% | 69 |
|
|
2015
Q2 | $727K | Buy |
42,719
+6,217
| +17% | +$106K | 0.56% | 62 |
|
|
2015
Q1 | $562K | Buy |
36,502
+5,983
| +20% | +$92.1K | 0.43% | 82 |
|
|
2014
Q4 | $546K | Buy |
30,519
+3,926
| +15% | +$70.2K | 0.41% | 83 |
|
|
2014
Q3 | $453K | Buy |
26,593
+4,603
| +21% | +$78.4K | 0.38% | 94 |
|
|
2014
Q2 | $338K | Buy |
21,990
+1,529
| +7% | +$23.5K | 0.29% | 119 |
|
|
2014
Q1 | $352K | Sell |
20,461
-1,641
| -7% | -$28.2K | 0.32% | 114 |
|
|
2013
Q4 | $344K | Buy |
+22,102
| New | +$344K | 0.33% | 106 |
|