Professional Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $242K | Sell |
5,717
-49
| -0.8% | -$2.07K | 0.12% | 115 |
|
|
2021
Q2 | $237K | Buy |
+5,766
| New | +$237K | 0.11% | 124 |
|
|
2021
Q1 | – | Sell |
-18,764
| Closed | -$569K | – | 123 |
|
|
2020
Q4 | $569K | Buy |
18,764
+96
| +0.5% | +$2.91K | 0.23% | 71 |
|
|
2020
Q3 | $450K | Sell |
18,668
-2,171
| -10% | -$52.3K | 0.34% | 32 |
|
|
2020
Q2 | $495K | Buy |
20,839
+1,556
| +8% | +$37K | 0.26% | 69 |
|
|
2020
Q1 | $409K | Sell |
19,283
-1,222
| -6% | -$25.9K | 0.48% | 30 |
|
|
2019
Q4 | $722K | Sell |
20,505
-252
| -1% | -$8.87K | 0.63% | 33 |
|
|
2019
Q3 | $605K | Sell |
20,757
-325
| -2% | -$9.47K | 0.64% | 27 |
|
|
2019
Q2 | $611K | Sell |
21,082
-630
| -3% | -$18.3K | 0.72% | 24 |
|
|
2019
Q1 | $599K | Sell |
21,712
-287
| -1% | -$7.92K | 0.73% | 24 |
|
|
2018
Q4 | $542K | Sell |
21,999
-3,527
| -14% | -$86.9K | 0.74% | 26 |
|
|
2018
Q3 | $752K | Buy |
25,526
+2,897
| +13% | +$85.3K | 1.05% | 20 |
|
|
2018
Q2 | $637K | Buy |
22,629
+790
| +4% | +$22.2K | 1.01% | 21 |
|
|
2018
Q1 | $655K | Buy |
21,839
+868
| +4% | +$26K | 1.12% | 20 |
|
|
2017
Q4 | $619K | Buy |
+20,971
| New | +$619K | 1.13% | 19 |
|