SPWG
Sage Private Wealth Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-627
| Closed | -$19K | – | 59 |
|
|
2022
Q3 | $19K | Hold |
627
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $20K | Hold |
627
| – | – | 0.03% | 114 |
|
|
2022
Q1 | $26K | Hold |
627
| – | – | 0.03% | 110 |
|
|
2021
Q4 | $27K | Hold |
627
| – | – | 0.03% | 105 |
|
|
2021
Q3 | $27K | Hold |
627
| – | – | 0.04% | 106 |
|
|
2021
Q2 | $26K | Hold |
627
| – | – | 0.04% | 103 |
|
|
2021
Q1 | $24K | Hold |
627
| – | – | 0.04% | 111 |
|
|
2020
Q4 | $19K | Buy |
+627
| New | +$19K | 0.05% | 106 |
|