Stanford Investment Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,806
| Closed | -$84K | – | 24 |
|
|
2016
Q4 | $84K | Buy |
3,806
+820
| +27% | +$18.1K | 0.04% | 99 |
|
|
2016
Q3 | $47K | Hold |
2,986
| – | – | 0.02% | 156 |
|
|
2016
Q2 | $40K | Buy |
2,986
+422
| +16% | +$5.65K | 0.02% | 164 |
|
|
2016
Q1 | $35K | Sell |
2,564
-152
| -6% | -$2.08K | 0.02% | 175 |
|
|
2015
Q4 | $46K | Hold |
2,716
| – | – | 0.03% | 132 |
|
|
2015
Q3 | $42K | Hold |
2,716
| – | – | 0.03% | 129 |
|
|
2015
Q2 | $46K | Hold |
2,716
| – | – | 0.03% | 132 |
|
|
2015
Q1 | $42K | Hold |
2,716
| – | – | 0.03% | 147 |
|
|
2014
Q4 | $49K | Buy |
+2,716
| New | +$49K | 0.04% | 138 |
|