Steward Partners Investment Advisory’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-67,855
| Closed | -$1.21M | – | 2560 |
|
|
2018
Q3 | $1.21M | Sell |
67,855
-14,572
| -18% | -$259K | 0.06% | 303 |
|
|
2018
Q2 | $1.35M | Sell |
82,427
-2,317
| -3% | -$37.8K | 0.08% | 246 |
|
|
2018
Q1 | $1.54M | Sell |
84,744
-51,202
| -38% | -$930K | 0.11% | 208 |
|
|
2017
Q4 | $2.39M | Buy |
135,946
+134,946
| +13,495% | +$2.37M | 0.18% | 132 |
|
|
2017
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 1011 |
|