Private Wealth Advisors (Pennsylvania)’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
Q4 | $1.16M | Buy |
38,168
+5,379
| +16% | +$163K | 0.66% | 34 |
|
|
2020
Q3 | $790K | Sell |
32,789
-16,118
| -33% | -$388K | 0.51% | 43 |
|
|
2020
Q2 | $1.16M | Buy |
48,907
+203
| +0.4% | +$4.82K | 0.79% | 31 |
|
|
2020
Q1 | $1.12M | Sell |
48,704
-2,177
| -4% | -$50.2K | 0.85% | 31 |
|
|
2019
Q4 | $1.69M | Sell |
50,881
-976
| -2% | -$32.4K | 0.9% | 34 |
|
|
2019
Q3 | $1.51M | Sell |
51,857
-4,643
| -8% | -$135K | 0.77% | 38 |
|
|
2019
Q2 | $1.64M | Buy |
56,500
+3,441
| +6% | +$99.8K | 0.58% | 49 |
|
|
2019
Q1 | $1.46M | Buy |
53,059
+794
| +2% | +$21.9K | 0.55% | 51 |
|
|
2018
Q4 | $1.29M | Sell |
52,265
-1,574
| -3% | -$38.8K | 0.56% | 52 |
|
|
2018
Q3 | $1.59M | Buy |
53,839
+845
| +2% | +$24.9K | 0.59% | 49 |
|
|
2018
Q2 | $1.49M | Sell |
52,994
-880
| -2% | -$24.8K | 0.6% | 50 |
|
|
2018
Q1 | $1.62M | Buy |
53,874
+230
| +0.4% | +$6.9K | 0.65% | 46 |
|
|
2017
Q4 | $1.58M | Buy |
53,644
+5,196
| +11% | +$153K | 0.61% | 48 |
|
|
2017
Q3 | $1.23M | Buy |
48,448
+415
| +0.9% | +$10.5K | 0.5% | 57 |
|
|
2017
Q2 | $1.17M | Buy |
48,033
+13,845
| +40% | +$336K | 0.5% | 58 |
|
|
2017
Q1 | $806K | Buy |
34,188
+6,705
| +24% | +$158K | 0.36% | 72 |
|
|
2016
Q4 | $607K | Buy |
27,483
+1,643
| +6% | +$36.3K | 0.28% | 81 |
|
|
2016
Q3 | $404K | Buy |
25,840
+1,447
| +6% | +$22.6K | 0.19% | 94 |
|
|
2016
Q2 | $324K | Buy |
24,393
+391
| +2% | +$5.19K | 0.16% | 103 |
|
|
2016
Q1 | $325K | Buy |
24,002
+1,511
| +7% | +$20.5K | 0.17% | 99 |
|
|
2015
Q4 | $379K | Sell |
22,491
-1,107
| -5% | -$18.7K | 0.21% | 86 |
|
|
2015
Q3 | $368K | Buy |
23,598
+3,371
| +17% | +$52.6K | 0.18% | 105 |
|
|
2015
Q2 | $344K | Buy |
20,227
+1,213
| +6% | +$20.6K | 0.16% | 112 |
|
|
2015
Q1 | $293K | Buy |
19,014
+1
| +0% | +$15 | 0.14% | 116 |
|
|
2014
Q4 | $340K | Buy |
19,013
+244
| +1% | +$4.36K | 0.16% | 95 |
|
|
2014
Q3 | $320K | Buy |
18,769
+301
| +2% | +$5.13K | 0.17% | 97 |
|
|
2014
Q2 | $284K | Hold |
18,468
| – | – | 0.15% | 102 |
|
|
2014
Q1 | $318K | Buy |
18,468
+17
| +0.1% | +$293 | 0.17% | 98 |
|
|
2013
Q4 | $287K | Hold |
18,451
| – | – | 0.16% | 98 |
|
|
2013
Q3 | $255K | Hold |
18,451
| – | – | 0.15% | 98 |
|
|
2013
Q2 | $237K | Buy |
+18,451
| New | +$237K | 0.15% | 104 |
|