Rothschild & Co Wealth Management (UK)’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 |
-965
| Closed | -$20K | – | 45 |
|
|
2020
Q1 | $20K | Hold |
965
| – | – | ﹤0.01% | 36 |
|
|
2019
Q4 | $34K | Hold |
965
| – | – | ﹤0.01% | 36 |
|
|
2019
Q3 | $28K | Sell |
965
-535
| -36% | -$15.5K | ﹤0.01% | 36 |
|
|
2019
Q2 | $44K | Buy |
+1,500
| New | +$44K | ﹤0.01% | 53 |
|
|
2016
Q1 | – | Sell |
-479
| Closed | -$8K | – | 45 |
|
|
2015
Q4 | $8K | Buy |
+479
| New | +$8K | ﹤0.01% | 49 |
|
|
2015
Q3 | – | Sell |
-172
| Closed | -$3K | – | 44 |
|
|
2015
Q2 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 60 |
|