Symmetry Investments’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
Q2 | – | Sell |
-58,300
| Closed | -$2.21M | – | 166 |
|
|
2024
Q1 | $2.21M | Buy |
+58,300
| New | +$2.21M | 0.13% | 71 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 159 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 133 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 89 |
|
|
2022
Q1 | – | Sell |
-115,101
| Closed | -$5.12M | – | 81 |
|
|
2021
Q4 | $5.12M | Sell |
115,101
-220,199
| -66% | -$9.8M | 1.59% | 12 |
|
|
2021
Q3 | $14.2M | Buy |
+335,300
| New | +$14.2M | 2.17% | 9 |
|
|
2021
Q2 | – | Sell |
-30,000
| Closed | -$1.16M | – | 81 |
|
|
2021
Q1 | $1.16M | Buy |
+30,000
| New | +$1.16M | 0.28% | 45 |
|