Stiles Financial Services’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,601
Closed -$260K 179
2022
Q3
$260K Sell
8,601
-447
-5% -$13.5K 0.16% 138
2022
Q2
$282K Buy
9,048
+1,066
+13% +$33.2K 0.17% 133
2022
Q1
$329K Buy
7,982
+891
+13% +$36.7K 0.16% 128
2021
Q4
$315K Buy
+7,091
New +$315K 0.15% 136