RPG
Resource Planning Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,491
| Closed | -$215K | – | 62 |
|
|
2022
Q4 | $215K | Buy |
+6,491
| New | +$215K | 0.17% | 61 |
|
|
2022
Q3 | – | Sell |
-8,741
| Closed | -$272K | – | 63 |
|
|
2022
Q2 | $272K | Hold |
8,741
| – | – | 0.23% | 59 |
|
|
2022
Q1 | $360K | Hold |
8,741
| – | – | 0.26% | 50 |
|
|
2021
Q4 | $389K | Sell |
8,741
-2,522
| -22% | -$112K | 0.26% | 48 |
|
|
2021
Q3 | $478K | Hold |
11,263
| – | – | 0.3% | 48 |
|
|
2021
Q2 | $464K | Buy |
11,263
+699
| +7% | +$28.8K | 0.27% | 50 |
|
|
2021
Q1 | $409K | Hold |
10,564
| – | – | 0.27% | 50 |
|
|
2020
Q4 | $320K | Hold |
10,564
| – | – | 0.23% | 52 |
|
|
2020
Q3 | $254K | Sell |
10,564
-260
| -2% | -$6.25K | 0.19% | 54 |
|
|
2020
Q2 | $257K | Hold |
10,824
| – | – | 0.19% | 51 |
|
|
2020
Q1 | $230K | Sell |
10,824
-22
| -0.2% | -$467 | 0.2% | 44 |
|
|
2019
Q4 | $382K | Hold |
10,846
| – | – | 0.22% | 45 |
|
|
2019
Q3 | $316K | Buy |
10,846
+22
| +0.2% | +$641 | 0.18% | 49 |
|
|
2019
Q2 | $314K | Hold |
10,824
| – | – | 0.18% | 49 |
|
|
2019
Q1 | $299K | Hold |
10,824
| – | – | 0.2% | 41 |
|
|
2018
Q4 | $267K | Buy |
+10,824
| New | +$267K | 0.2% | 40 |
|