SSWM
Strait & Sound Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,088
| Closed | -$282K | – | 142 |
|
|
2024
Q2 | $282K | Sell |
7,088
-1,395
| -16% | -$55.5K | 0.14% | 115 |
|
|
2024
Q1 | $308K | Buy |
8,483
+525
| +7% | +$19.1K | 0.17% | 93 |
|
|
2023
Q4 | $253K | Sell |
7,958
-275
| -3% | -$8.75K | 0.16% | 110 |
|
|
2023
Q3 | $225K | Buy |
+8,233
| New | +$225K | 0.19% | 116 |
|