Tiller Private Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,493
| Closed | -$226K | – | 53 |
|
|
2022
Q1 | $226K | Buy |
5,493
+395
| +8% | +$16.3K | 0.13% | 46 |
|
|
2021
Q4 | $227K | Hold |
5,098
| – | – | 0.14% | 49 |
|
|
2021
Q3 | $216K | Hold |
5,098
| – | – | 0.16% | 47 |
|
|
2021
Q2 | $210K | Sell |
5,098
-148
| -3% | -$6.1K | 0.22% | 43 |
|
|
2021
Q1 | $203K | Buy |
+5,246
| New | +$203K | 0.25% | 34 |
|
|
2019
Q4 | – | Sell |
-7,915
| Closed | -$231K | – | 42 |
|
|
2019
Q3 | $231K | Buy |
7,915
+1,000
| +14% | +$29.2K | 0.2% | 33 |
|
|
2019
Q2 | $201K | Buy |
+6,915
| New | +$201K | 0.17% | 34 |
|
|
2018
Q4 | – | Sell |
-7,740
| Closed | -$228K | – | 36 |
|
|
2018
Q3 | $228K | Buy |
+7,740
| New | +$228K | 0.16% | 34 |
|
|
2018
Q2 | – | Sell |
-6,915
| Closed | -$207K | – | 44 |
|
|
2018
Q1 | $207K | Hold |
6,915
| – | – | 0.15% | 41 |
|
|
2017
Q4 | $204K | Buy |
+6,915
| New | +$204K | 0.15% | 36 |
|
|
2017
Q1 | – | Sell |
-9,400
| Closed | -$208K | – | 40 |
|
|
2016
Q4 | $208K | Buy |
+9,400
| New | +$208K | 0.16% | 41 |
|