Surevest’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 Q3	$70K	Hold	2,310	–	–	0.02%	174
2022 Q2	$72K	Buy	2,310 +26	+1%	+$810	0.02%	184
2022 Q1	$94K	Hold	2,284	–	–	0.02%	160
2021 Q4	$102K	Buy	+2,284	New	+$102K	0.02%	148