TVWM
Tower View Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$103K | – | 167 |
|
|
2022
Q1 | $103K | Sell |
2,500
-100
| -4% | -$4.12K | 0.06% | 87 |
|
|
2021
Q4 | $116K | Hold |
2,600
| – | – | 0.06% | 88 |
|
|
2021
Q3 | $110K | Buy |
2,600
+1,000
| +63% | +$42.3K | 0.06% | 86 |
|
|
2021
Q2 | $66K | Hold |
1,600
| – | – | 0.03% | 93 |
|
|
2021
Q1 | $62K | Sell |
1,600
-600
| -27% | -$23.3K | 0.03% | 97 |
|
|
2020
Q4 | $67K | Buy |
+2,200
| New | +$67K | 0.04% | 96 |
|
|
2019
Q1 | – | Sell |
-305
| Closed | -$8K | – | 141 |
|
|
2018
Q4 | $8K | Sell |
305
-98
| -24% | -$2.57K | 0.01% | 115 |
|
|
2018
Q3 | $12K | Buy |
403
+1
| +0.2% | +$30 | 0.01% | 125 |
|
|
2018
Q2 | $11K | Buy |
402
+2
| +0.5% | +$55 | 0.01% | 117 |
|
|
2018
Q1 | $12K | Hold |
400
| – | – | 0.01% | 114 |
|
|
2017
Q4 | $12K | Buy |
+400
| New | +$12K | 0.01% | 119 |
|