Private Vista’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $357K | Sell |
15,056
-6,487
| -30% | -$154K | 0.17% | 78 |
|
|
2020
Q1 | $458K | Buy |
21,543
+2,006
| +10% | +$42.6K | 0.17% | 78 |
|
|
2019
Q4 | $688K | Buy |
19,537
+70
| +0.4% | +$2.47K | 0.19% | 57 |
|
|
2019
Q3 | $568K | Sell |
19,467
-9
| -0% | -$263 | 0.15% | 69 |
|
|
2019
Q2 | $565K | Buy |
19,476
+72
| +0.4% | +$2.09K | 0.14% | 73 |
|
|
2019
Q1 | $536K | Buy |
19,404
+66
| +0.3% | +$1.82K | 0.13% | 83 |
|
|
2018
Q4 | $476K | Buy |
19,338
+92
| +0.5% | +$2.27K | 0.11% | 87 |
|
|
2018
Q3 | $567K | Sell |
19,246
-1,822
| -9% | -$53.7K | 0.12% | 79 |
|
|
2018
Q2 | $594K | Sell |
21,068
-1,714
| -8% | -$48.3K | 0.14% | 71 |
|
|
2018
Q1 | $683K | Buy |
22,782
+4,786
| +27% | +$143K | 0.2% | 54 |
|
|
2017
Q4 | $532K | Buy |
17,996
+3
| +0% | +$89 | 0.16% | 46 |
|
|
2017
Q3 | $456K | Buy |
17,993
+1,067
| +6% | +$27K | 0.1% | 72 |
|
|
2017
Q2 | $404K | Buy |
16,926
+101
| +0.6% | +$2.41K | 0.1% | 53 |
|
|
2017
Q1 | $393K | Sell |
16,825
-28
| -0.2% | -$654 | 0.1% | 52 |
|
|
2016
Q4 | $382K | Sell |
16,853
-201
| -1% | -$4.56K | 0.11% | 42 |
|
|
2016
Q3 | $281K | Buy |
17,054
+101
| +0.6% | +$1.66K | 0.07% | 59 |
|
|
2016
Q2 | $224K | Buy |
+16,953
| New | +$224K | 0.07% | 48 |
|
|
2016
Q1 | – | Sell |
-16,953
| Closed | -$232K | – | 45 |
|
|
2015
Q4 | $232K | Buy |
+16,953
| New | +$232K | 0.11% | 38 |
|