Strategic Wealth Management Group’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
Q2 | $1.1M | Sell |
26,587
-27
| -0.1% | -$1.11K | 0.4% | 35 |
|
|
2021
Q1 | $1.03M | Sell |
26,614
-267
| -1% | -$10.3K | 0.39% | 35 |
|
|
2020
Q4 | $815K | Sell |
26,881
-1,813
| -6% | -$55K | 0.35% | 38 |
|
|
2020
Q3 | $691K | Buy |
28,694
+1,843
| +7% | +$44.4K | 0.34% | 43 |
|
|
2020
Q2 | $638K | Sell |
26,851
-67
| -0.2% | -$1.59K | 0.38% | 37 |
|
|
2020
Q1 | $571K | Sell |
26,918
-232
| -0.9% | -$4.92K | 0.43% | 32 |
|
|
2019
Q4 | $956K | Buy |
27,150
+685
| +3% | +$24.1K | 0.62% | 27 |
|
|
2019
Q3 | $772K | Buy |
26,465
+21
| +0.1% | +$613 | 0.56% | 32 |
|
|
2019
Q2 | $767K | Buy |
26,444
+1,459
| +6% | +$42.3K | 0.58% | 30 |
|
|
2019
Q1 | $689K | Buy |
24,985
+8
| +0% | +$221 | 0.56% | 30 |
|
|
2018
Q4 | $615K | Buy |
+24,977
| New | +$615K | 0.59% | 31 |
|