TWM

TCFG Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$431K	Sell	355 -105	-23%	-$127K	0.2%	141
2025 Q1	$568K	Sell	460 -158	-26%	-$195K	0.29%	96
2024 Q4	$753K	Sell	618 -200	-24%	-$244K	0.38%	74
2024 Q3	$1.04M	Buy	+818	New	+$1.04M	0.52%	54