SWMG
Signature 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 |
-1,971
| Closed | -$52K | – | 90 |
|
|
2018
Q3 | $52K | Buy |
1,971
+2
| +0.1% | +$53 | 0.04% | 108 |
|
|
2018
Q2 | $55K | Buy |
1,969
+1
| +0.1% | +$28 | 0.04% | 98 |
|
|
2018
Q1 | $59K | Buy |
1,968
+1
| +0.1% | +$30 | 0.05% | 93 |
|
|
2017
Q4 | $58K | Buy |
+1,967
| New | +$58K | 0.04% | 95 |
|