SWS Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-306
| Closed | -$12.2K | – | 125 |
|
|
2024
Q2 | $12.2K | Buy |
+306
| New | +$12.2K | ﹤0.01% | 232 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$255K | – | 75 |
|
|
2021
Q3 | $255K | Buy |
+6,000
| New | +$255K | 0.16% | 77 |
|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$232K | – | 76 |
|
|
2021
Q1 | $232K | Buy |
+6,000
| New | +$232K | 0.16% | 80 |
|