Stewardship Financial Advisors’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
Q1 | $219K | Buy |
+5,661
| New | +$219K | 0.08% | 60 |
|
|
2020
Q1 | – | Sell |
-7,067
| Closed | -$249K | – | 65 |
|
|
2019
Q4 | $249K | Sell |
7,067
-952
| -12% | -$33.5K | 0.09% | 49 |
|
|
2019
Q3 | $234K | Buy |
8,019
+852
| +12% | +$24.9K | 0.1% | 47 |
|
|
2019
Q2 | $208K | Buy |
+7,167
| New | +$208K | 0.09% | 52 |
|
|
2018
Q4 | – | Sell |
-6,817
| Closed | -$201K | – | 62 |
|
|
2018
Q3 | $201K | Buy |
+6,817
| New | +$201K | 0.09% | 50 |
|
|
2018
Q2 | – | Sell |
-7,001
| Closed | -$210K | – | 48 |
|
|
2018
Q1 | $210K | Buy |
+7,001
| New | +$210K | 0.1% | 46 |
|