SHWM
Silicon Hills Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,308
| Closed | -$260K | – | 97 |
|
|
2022
Q1 | $260K | Sell |
6,308
-333
| -5% | -$13.7K | 0.17% | 93 |
|
|
2021
Q4 | $295K | Hold |
6,641
| – | – | 0.18% | 99 |
|
|
2021
Q3 | $282K | Buy |
6,641
+750
| +13% | +$31.8K | 0.19% | 97 |
|
|
2021
Q2 | $243K | Buy |
+5,891
| New | +$243K | 0.19% | 78 |
|
|
2020
Q4 | – | Sell |
-29,992
| Closed | -$723K | – | 81 |
|
|
2020
Q3 | $723K | Hold |
29,992
| – | – | 0.75% | 37 |
|
|
2020
Q2 | $712K | Hold |
29,992
| – | – | 0.85% | 31 |
|
|
2020
Q1 | $637K | Buy |
29,992
+29,985
| +428,357% | +$637K | 0.84% | 33 |
|
|
2019
Q4 | $1.06K | Buy |
+7
| New | +$1.06K | 0.81% | 29 |
|