TA
Tiedemann Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $919K | Buy |
+33,561
| New | +$919K | 0.04% | 129 |
|
|
2020
Q2 | – | Sell |
-12,630
| Closed | -$268K | – | 295 |
|
|
2020
Q1 | $268K | Buy |
+12,630
| New | +$268K | 0.02% | 247 |
|
|
2019
Q3 | – | Sell |
-19,059
| Closed | -$553K | – | 301 |
|
|
2019
Q2 | $553K | Sell |
19,059
-10,666
| -36% | -$309K | 0.03% | 193 |
|
|
2019
Q1 | $821K | Sell |
29,725
-2,443
| -8% | -$67.5K | 0.04% | 239 |
|
|
2018
Q4 | $791K | Buy |
32,168
+10,134
| +46% | +$249K | 0.04% | 234 |
|
|
2018
Q3 | $650K | Sell |
22,034
-27
| -0.1% | -$796 | 0.04% | 205 |
|
|
2018
Q2 | $622K | Sell |
22,061
-5,138
| -19% | -$145K | 0.04% | 210 |
|
|
2018
Q1 | $816K | Sell |
27,199
-17,379
| -39% | -$521K | 0.06% | 157 |
|
|
2017
Q4 | $1.32M | Sell |
44,578
-27,299
| -38% | -$807K | 0.1% | 103 |
|
|
2017
Q3 | $1.25M | Sell |
71,877
-108,680
| -60% | -$1.9M | 0.11% | 127 |
|
|
2017
Q2 | $4.38M | Buy |
180,557
+45,959
| +34% | +$1.11M | 0.32% | 58 |
|
|
2017
Q1 | $3.18M | Buy |
134,598
+77,096
| +134% | +$1.82M | 0.27% | 75 |
|
|
2016
Q4 | $1.27M | Buy |
+57,502
| New | +$1.27M | 0.13% | 125 |
|