Summit Place 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
2020
Q1
Sell
-32,900
Closed -$1.16M 43
2019
Q4
$1.16M Buy
+32,900
New +$1.16M 1.83% 26