SageView Advisory Group’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-447
| Closed | -$497K | – | 665 |
|
|
2023
Q3 | $497K | Sell |
447
-5
| -1% | -$5.56K | 0.03% | 329 |
|
|
2023
Q2 | $530K | Hold |
452
| – | – | 0.03% | 342 |
|
|
2023
Q1 | $528K | Hold |
452
| – | – | 0.03% | 298 |
|
|
2022
Q4 | $524K | Buy |
+452
| New | +$524K | 0.04% | 235 |
|