SMFS
Squar Milner Financial Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26,910
| Closed | -$639K | – | 21 |
|
|
2020
Q2 | $639K | Buy |
26,910
+556
| +2% | +$13.2K | 0.36% | 76 |
|
|
2020
Q1 | $559K | Buy |
26,354
+701
| +3% | +$14.9K | 0.34% | 61 |
|
|
2019
Q4 | $903K | Sell |
25,653
-1,590
| -6% | -$56K | 0.45% | 34 |
|
|
2019
Q3 | $656K | Buy |
27,243
+3,333
| +14% | +$80.3K | 0.34% | 80 |
|
|
2019
Q2 | $693K | Sell |
23,910
-2,813
| -11% | -$81.5K | 0.47% | 39 |
|
|
2019
Q1 | $737K | Buy |
26,723
+348
| +1% | +$9.6K | 0.54% | 32 |
|
|
2018
Q4 | $650K | Buy |
26,375
+391
| +2% | +$9.64K | 0.62% | 29 |
|
|
2018
Q3 | $765K | Sell |
25,984
-965
| -4% | -$28.4K | 0.69% | 25 |
|
|
2018
Q2 | $760K | Buy |
26,949
+490
| +2% | +$13.8K | 0.67% | 31 |
|
|
2018
Q1 | $794K | Sell |
26,459
-73
| -0.3% | -$2.19K | 1% | 20 |
|
|
2017
Q4 | $856K | Buy |
+26,532
| New | +$856K | 1.04% | 21 |
|