TFO Wealth 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
Q2 | – | Sell |
-59
| Closed | -$2.24K | – | 128 |
|
|
2024
Q1 | $2.24K | Hold |
59
| – | – | ﹤0.01% | 114 |
|
|
2023
Q4 | $1.99K | Sell |
59
-2,885
| -98% | -$97.2K | ﹤0.01% | 130 |
|
|
2023
Q3 | $84.5K | Buy |
2,944
+1,525
| +107% | +$43.8K | 0.02% | 65 |
|
|
2023
Q2 | $40.7K | Sell |
1,419
-2,732
| -66% | -$78.4K | 0.01% | 87 |
|
|
2023
Q1 | $119K | Buy |
4,151
+4,083
| +6,004% | +$117K | 0.03% | 52 |
|
|
2022
Q4 | $2.01K | Sell |
68
-432
| -86% | -$12.8K | ﹤0.01% | 253 |
|
|
2022
Q3 | $15K | Sell |
500
-485
| -49% | -$14.6K | ﹤0.01% | 77 |
|
|
2022
Q2 | $31K | Sell |
985
-609
| -38% | -$19.2K | 0.01% | 74 |
|
|
2022
Q1 | $66K | Buy |
+1,594
| New | +$66K | 0.01% | 70 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 138 |
|
|
2021
Q3 | $0 | Sell |
3
-497
| -99% | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 52 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$26K | – | 129 |
|
|
2019
Q4 | $26K | Buy |
+750
| New | +$26K | 0.02% | 83 |
|