RGT Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,256
| Closed | -$757K | – | 46 |
|
|
2018
Q1 | $757K | Buy |
25,256
+371
| +1% | +$11.1K | 0.36% | 32 |
|
|
2017
Q4 | $735K | Buy |
24,885
+14,957
| +151% | +$442K | 0.39% | 33 |
|
|
2017
Q3 | $252K | Buy |
9,928
+38
| +0.4% | +$965 | 0.17% | 75 |
|
|
2017
Q2 | $240K | Buy |
+9,890
| New | +$240K | 0.16% | 69 |
|
|
2017
Q1 | – | Sell |
-12,245
| Closed | -$270K | – | 105 |
|
|
2016
Q4 | $270K | Sell |
12,245
-3,325
| -21% | -$73.3K | 0.15% | 87 |
|
|
2016
Q3 | $244K | Buy |
+15,570
| New | +$244K | 0.15% | 87 |
|