TWA
Tillar-Wenstrup Advisors’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-137,398
| Closed | -$2.46M | – | 35 |
|
2014
Q4 | $2.46M | Sell |
137,398
-410
| -0.3% | -$7.34K | 2.38% | 18 |
|
2014
Q3 | $2.35M | Buy |
137,808
+4,830
| +4% | +$82.4K | 2.17% | 20 |
|
2014
Q2 | $2.04M | Buy |
132,978
+3,310
| +3% | +$50.9K | 1.64% | 36 |
|
2014
Q1 | $2.23M | Sell |
129,668
-5,458
| -4% | -$93.9K | 2.03% | 21 |
|
2013
Q4 | $2.1M | Buy |
+135,126
| New | +$2.1M | 2.16% | 23 |
|