Steward Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $962K | Hold |
56,400
| – | – | 2.58% | 14 |
|
|
2014
Q2 | $867K | Sell |
56,400
-2,250
| -4% | -$34.6K | 1.83% | 18 |
|
|
2014
Q1 | $1.01M | Hold |
58,650
| – | – | 1.74% | 18 |
|
|
2013
Q4 | $914K | Hold |
58,650
| – | – | 1.41% | 19 |
|
|
2013
Q3 | $810K | Hold |
58,650
| – | – | 1.1% | 20 |
|
|
2013
Q2 | $755K | Buy |
+58,650
| New | +$755K | 0.99% | 21 |
|