PRW Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,073
| Closed | -$201K | – | 114 |
|
|
2022
Q4 | $201K | Buy |
+6,073
| New | +$201K | 0.09% | 66 |
|
|
2022
Q2 | – | Sell |
-6,073
| Closed | -$251K | – | 101 |
|
|
2022
Q1 | $251K | Buy |
+6,073
| New | +$251K | 0.11% | 93 |
|
|
2021
Q3 | – | Sell |
-9,411
| Closed | -$388K | – | 111 |
|
|
2021
Q2 | $388K | Buy |
+9,411
| New | +$388K | 0.11% | 179 |
|
|
2019
Q2 | – | Sell |
-4,377
| Closed | -$119K | – | 120 |
|
|
2019
Q1 | $119K | Sell |
4,377
-1,146
| -21% | -$31.2K | 0.11% | 68 |
|
|
2018
Q4 | $136K | Buy |
+5,523
| New | +$136K | 0.17% | 74 |
|