Tanager Wealth Management’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
Q4 | – | Sell |
-5,726
| Closed | -$227K | – | 120 |
|
|
2024
Q3 | $227K | Sell |
5,726
-12
| -0.2% | -$476 | 0.03% | 98 |
|
|
2024
Q2 | $228K | Buy |
5,738
+102
| +2% | +$4.06K | 0.03% | 88 |
|
|
2024
Q1 | $214K | Buy |
+5,636
| New | +$214K | 0.03% | 83 |
|
|
2023
Q4 | – | Sell |
-10,829
| Closed | -$296K | – | 80 |
|
|
2023
Q3 | $296K | Sell |
10,829
-66
| -0.6% | -$1.81K | 0.06% | 67 |
|
|
2023
Q2 | $313K | Sell |
10,895
-99
| -0.9% | -$2.84K | 0.07% | 66 |
|
|
2023
Q1 | $314K | Buy |
+10,994
| New | +$314K | 0.07% | 61 |
|