REDW Wealth’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 | – | Sell |
-9,610
| Closed | -$204K | – | 87 |
|
|
2020
Q1 | $204K | Sell |
9,610
-900
| -9% | -$19.1K | 0.13% | 70 |
|
|
2019
Q4 | $370K | Sell |
10,510
-150
| -1% | -$5.28K | 0.21% | 52 |
|
|
2019
Q3 | $311K | Buy |
10,660
+900
| +9% | +$26.3K | 0.18% | 57 |
|
|
2019
Q2 | $283K | Sell |
9,760
-1,150
| -11% | -$33.3K | 0.17% | 63 |
|
|
2019
Q1 | $301K | Hold |
10,910
| – | – | 0.18% | 54 |
|
|
2018
Q4 | $269K | Buy |
10,910
+1,600
| +17% | +$39.5K | 0.19% | 53 |
|
|
2018
Q3 | $274K | Hold |
9,310
| – | – | 0.18% | 62 |
|
|
2018
Q2 | $262K | Hold |
9,310
| – | – | 0.19% | 61 |
|
|
2018
Q1 | $279K | Hold |
9,310
| – | – | 0.21% | 58 |
|
|
2017
Q4 | $275K | Buy |
9,310
+50
| +0.5% | +$1.48K | 0.21% | 56 |
|
|
2017
Q3 | $235K | Buy |
9,260
+22
| +0.2% | +$558 | 0.19% | 67 |
|
|
2017
Q2 | $224K | Hold |
9,238
| – | – | 0.22% | 65 |
|
|
2017
Q1 | $218K | Hold |
9,238
| – | – | 0.22% | 67 |
|
|
2016
Q4 | $204K | Buy |
+9,238
| New | +$204K | 0.23% | 71 |
|