TW
Transform Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-165,229
| Closed | -$3.51M | – | 226 |
|
|
2020
Q1 | $3.51M | Buy |
165,229
+6,038
| +4% | +$128K | 0.75% | 50 |
|
|
2019
Q4 | $5.61M | Buy |
159,191
+8,936
| +6% | +$315K | 0.89% | 39 |
|
|
2019
Q3 | $4.38M | Sell |
150,255
-18,244
| -11% | -$532K | 0.78% | 52 |
|
|
2019
Q2 | $4.89M | Buy |
168,499
+36,470
| +28% | +$1.06M | 0.72% | 50 |
|
|
2019
Q1 | $3.64M | Sell |
132,029
-1,807
| -1% | -$49.9K | 0.68% | 64 |
|
|
2018
Q4 | $3.3M | Buy |
133,836
+4,089
| +3% | +$101K | 0.68% | 63 |
|
|
2018
Q3 | $3.82M | Sell |
129,747
-36,925
| -22% | -$1.09M | 0.66% | 60 |
|
|
2018
Q2 | $4.7M | Sell |
166,672
-16,994
| -9% | -$479K | 0.85% | 39 |
|
|
2018
Q1 | $5.51M | Buy |
183,666
+117,677
| +178% | +$3.53M | 1.05% | 24 |
|
|
2017
Q4 | $1.95M | Buy |
65,989
+5,356
| +9% | +$158K | 0.36% | 91 |
|
|
2017
Q3 | $1.54M | Buy |
+60,633
| New | +$1.54M | 0.54% | 56 |
|