SPWG
Syntegra Private Wealth Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
5,178
-565
| -10% | -$26.7K | 0.03% | 162 |
|
|
2025
Q1 | $240K | Buy |
5,743
+514
| +10% | +$21.4K | 0.03% | 146 |
|
|
2024
Q4 | $230K | Buy |
+5,229
| New | +$230K | 0.03% | 143 |
|
|
2024
Q3 | – | Sell |
-5,694
| Closed | -$226K | – | 153 |
|
|
2024
Q2 | $226K | Buy |
+5,694
| New | +$226K | 0.03% | 138 |
|