Trellis Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $301K | Buy |
|
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $229K | Buy |
|
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $299K | Hold |
|
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $239K | Buy |
|