Roof Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5.63M | Buy |
194,173
+2,139
| +1% | +$62K | 3.27% | 10 |
|
|
2019
Q1 | $5.3M | Sell |
192,034
-8,261
| -4% | -$228K | 3.42% | 11 |
|
|
2018
Q4 | $4.94M | Buy |
200,295
+17,936
| +10% | +$442K | 3.52% | 11 |
|
|
2018
Q3 | $5.37M | Sell |
182,359
-79,344
| -30% | -$2.34M | 2.88% | 10 |
|
|
2018
Q2 | $7.38M | Buy |
261,703
+8,109
| +3% | +$229K | 4.03% | 5 |
|
|
2018
Q1 | $7.61M | Buy |
253,594
+92,710
| +58% | +$2.78M | 3.84% | 5 |
|
|
2017
Q4 | $4.75M | Buy |
+160,884
| New | +$4.75M | 2.7% | 15 |
|