Strategic Wealth Management Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $638K | Sell |
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|
2020
Q1 | $571K | Sell |
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|
2019
Q4 | $956K | Buy |
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|
2019
Q3 | $772K | Buy |
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|
2019
Q2 | $767K | Buy |
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|
2019
Q1 | $689K | Buy |
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|
2018
Q4 | $615K | Buy |
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