San Luis Wealth Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-45,105
Closed -$2.01M 94
2022
Q1
$2.01M Sell
45,105
-29
-0.1% -$1.29K 0.98% 22
2021
Q4
$2.01M Buy
45,134
+12,857
+40% +$572K 2.05% 11
2021
Q3
$1.37M Buy
+32,277
New +$1.37M 0.76% 34