RWM
RBA Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,261
| Closed | -$217K | – | 92 |
|
|
2022
Q1 | $217K | Sell |
5,261
-343
| -6% | -$14.1K | 0.1% | 97 |
|
|
2021
Q4 | $249K | Hold |
5,604
| – | – | 0.12% | 94 |
|
|
2021
Q3 | $238K | Buy |
+5,604
| New | +$238K | 0.57% | 19 |
|
|
2021
Q2 | – | Sell |
-4,707
| Closed | -$182K | – | 45 |
|
|
2021
Q1 | $182K | Buy |
+4,707
| New | +$182K | 0.15% | 61 |
|
|
2020
Q1 | – | Sell |
-9,281
| Closed | -$326K | – | 95 |
|
|
2019
Q4 | $326K | Buy |
9,281
+13
| +0.1% | +$457 | 0.22% | 82 |
|
|
2019
Q3 | $270K | Sell |
9,268
-99
| -1% | -$2.88K | 0.21% | 78 |
|
|
2019
Q2 | $272K | Hold |
9,367
| – | – | 0.21% | 70 |
|
|
2019
Q1 | $272K | Buy |
+9,367
| New | +$272K | 0.21% | 71 |
|