SFG

SageGuard Financial Group’s Bank of America BAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,397	Closed	-$346K	–	28
2021 Q2	$346K	Sell	8,397 -3,909	-32%	-$161K	0.16%	97
2021 Q1	$477K	Buy	12,306 +3,334	+37%	+$129K	0.22%	77
2020 Q4	$271K	Buy	+8,972	New	+$271K	0.13%	99