SWM
SFG Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,516
| Closed | -$381K | – | 83 |
|
|
2022
Q4 | $381K | Sell |
11,516
-2,258
| -16% | -$74.8K | 0.47% | 46 |
|
|
2022
Q3 | $416K | Buy |
13,774
+145
| +1% | +$4.38K | 0.56% | 40 |
|
|
2022
Q2 | $424K | Sell |
13,629
-1,378
| -9% | -$42.9K | 0.49% | 47 |
|
|
2022
Q1 | $619K | Buy |
15,007
+1,670
| +13% | +$68.9K | 0.58% | 42 |
|
|
2021
Q4 | $593K | Buy |
+13,337
| New | +$593K | 0.53% | 49 |
|