Tennessee Valley Asset Management Partners’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
Q1 | – | Sell |
-1,873
| Closed | -$63.1K | – | 169 |
|
|
2023
Q4 | $63.1K | Buy |
+1,873
| New | +$63.1K | 0.01% | 213 |
|
|
2022
Q1 | – | Sell |
-4,817
| Closed | -$214K | – | 89 |
|
|
2021
Q4 | $214K | Sell |
4,817
-379
| -7% | -$16.8K | 0.07% | 86 |
|
|
2021
Q3 | $221K | Buy |
+5,196
| New | +$221K | 0.08% | 81 |
|
|
2021
Q2 | – | Sell |
-10,437
| Closed | -$404K | – | 29 |
|
|
2021
Q1 | $404K | Sell |
10,437
-310
| -3% | -$12K | 0.1% | 72 |
|
|
2020
Q4 | $326K | Buy |
+10,747
| New | +$326K | 0.08% | 80 |
|
|
2020
Q1 | – | Sell |
-5,703
| Closed | -$201K | – | 55 |
|
|
2019
Q4 | $201K | Buy |
+5,703
| New | +$201K | 0.13% | 62 |
|