Shine Investment Advisory Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $98K | Hold |
4,061
| – | – | 0.03% | 196 |
|
|
2020
Q2 | $96K | Hold |
4,061
| – | – | 0.04% | 202 |
|
|
2020
Q1 | $86K | Hold |
4,061
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $143K | Buy |
4,061
+546
| +16% | +$19.2K | 0.06% | 164 |
|
|
2019
Q3 | $103K | Hold |
3,515
| – | – | 0.05% | 176 |
|
|
2019
Q2 | $102K | Hold |
3,515
| – | – | 0.05% | 179 |
|
|
2019
Q1 | $97K | Hold |
3,515
| – | – | 0.05% | 192 |
|
|
2018
Q4 | $87K | Hold |
3,515
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $104K | Sell |
3,515
-390
| -10% | -$11.5K | 0.05% | 174 |
|
|
2018
Q2 | $110K | Hold |
3,905
| – | – | 0.06% | 163 |
|
|
2018
Q1 | $117K | Buy |
3,905
+72
| +2% | +$2.16K | 0.06% | 149 |
|
|
2017
Q4 | $113K | Sell |
3,833
-207
| -5% | -$6.1K | 0.06% | 156 |
|
|
2017
Q3 | $102K | Buy |
4,040
+207
| +5% | +$5.23K | 0.05% | 164 |
|
|
2017
Q2 | $93K | Buy |
+3,833
| New | +$93K | 0.05% | 166 |
|