SWMG
Sanchez Wealth Management Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,876
| Closed | -$263K | – | 24 |
|
|
2018
Q3 | $263K | Buy |
8,876
+40
| +0.5% | +$1.19K | 0.27% | 19 |
|
|
2018
Q2 | $249K | Buy |
8,836
+37
| +0.4% | +$1.04K | 0.24% | 20 |
|
|
2018
Q1 | $258K | Buy |
8,799
+36
| +0.4% | +$1.06K | 0.26% | 21 |
|
|
2017
Q4 | $264K | Buy |
+8,763
| New | +$264K | 0.27% | 21 |
|