Sterling Financial Planning’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,826	Closed	-$78K	–	127
2021 Q3	$78K	Buy	1,826 +1	+0.1%	+$43	0.05%	145
2021 Q2	$75K	Sell	1,825 -119	-6%	-$4.89K	0.05%	141
2021 Q1	$75K	Sell	1,944 -172	-8%	-$6.64K	0.05%	123
2020 Q4	$64K	Buy	+2,116	New	+$64K	0.05%	125