TW
Transform Wealth’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $222K | Hold |
180
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $223K | Hold |
180
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $229K | Hold |
180
| – | – | 0.02% | 203 |
|
|
2024
Q2 | $215K | Hold |
180
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $218K | Hold |
180
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $220K | Buy |
+180
| New | +$220K | 0.02% | 224 |
|