Regal Wealth Group’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
Q2 | – | Sell |
-3,558
| Closed | -$138K | – | 73 |
|
2021
Q1 | $138K | Buy |
3,558
+253
| +8% | +$9.81K | 0.08% | 54 |
|
2020
Q4 | $100K | Buy |
3,305
+40
| +1% | +$1.21K | 0.06% | 64 |
|
2020
Q3 | $79K | Buy |
3,265
+2
| +0.1% | +$48 | 0.06% | 67 |
|
2020
Q2 | $78K | Buy |
3,263
+1
| +0% | +$24 | 0.06% | 64 |
|
2020
Q1 | $69K | Sell |
3,262
-144
| -4% | -$3.05K | 0.07% | 62 |
|
2019
Q4 | $120K | Buy |
3,406
+147
| +5% | +$5.18K | 0.08% | 55 |
|
2019
Q3 | $95K | Sell |
3,259
-300
| -8% | -$8.75K | 0.07% | 57 |
|
2019
Q2 | $103K | Buy |
3,559
+1
| +0% | +$29 | 0.07% | 56 |
|
2019
Q1 | $98K | Buy |
3,558
+2
| +0.1% | +$55 | 0.07% | 54 |
|
2018
Q4 | $88K | Buy |
3,556
+1
| +0% | +$25 | 0.08% | 58 |
|
2018
Q3 | $105K | Buy |
3,555
+1
| +0% | +$30 | 0.07% | 55 |
|
2018
Q2 | $100K | Buy |
3,554
+1
| +0% | +$28 | 0.11% | 53 |
|
2018
Q1 | $107K | Buy |
3,553
+1
| +0% | +$30 | 0.08% | 51 |
|
2017
Q4 | $105K | Hold |
3,552
| – | – | 0.07% | 52 |
|
2017
Q3 | $90K | Buy |
3,552
+1
| +0% | +$25 | 0.07% | 55 |
|
2017
Q2 | $86K | Buy |
3,551
+4
| +0.1% | +$97 | 0.07% | 55 |
|
2017
Q1 | $84K | Buy |
3,547
+5
| +0.1% | +$118 | 0.06% | 56 |
|
2016
Q4 | $78K | Buy |
3,542
+3
| +0.1% | +$66 | 0.06% | 57 |
|
2016
Q3 | $55K | Buy |
3,539
+6
| +0.2% | +$93 | 0.05% | 61 |
|
2016
Q2 | $47K | Buy |
3,533
+5
| +0.1% | +$67 | 0.04% | 63 |
|
2016
Q1 | $48K | Buy |
3,528
+304
| +9% | +$4.14K | 0.05% | 62 |
|
2015
Q4 | $54K | Buy |
+3,224
| New | +$54K | 0.05% | 62 |
|