SWS
SYSTM Wealth Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,067
| Closed | -$639K | – | 140 |
|
|
2024
Q2 | $639K | Sell |
16,067
-63,153
| -80% | -$2.51M | 0.14% | 132 |
|
|
2024
Q1 | $3M | Sell |
79,220
-9,132
| -10% | -$346K | 0.38% | 73 |
|
|
2023
Q4 | $2.97M | Sell |
88,352
-6,008
| -6% | -$202K | 0.41% | 60 |
|
|
2023
Q3 | $2.58M | Sell |
94,360
-13,876
| -13% | -$380K | 0.4% | 58 |
|
|
2023
Q2 | $3.11M | Buy |
108,236
+1,769
| +2% | +$50.8K | 0.42% | 60 |
|
|
2023
Q1 | $3.04M | Sell |
106,467
-32,073
| -23% | -$917K | 0.47% | 52 |
|
|
2022
Q4 | $4.59M | Buy |
+138,540
| New | +$4.59M | 0.57% | 35 |
|