Triad Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $348K | Buy |
12,714
+3,458
| +37% | +$94.7K | 0.12% | 64 |
|
|
2023
Q2 | $266K | Sell |
9,256
-1,678
| -15% | -$48.1K | 0.11% | 77 |
|
|
2023
Q1 | $313K | Sell |
10,934
-7,686
| -41% | -$220K | 0.14% | 71 |
|
|
2022
Q4 | $617K | Sell |
18,620
-31
| -0.2% | -$1.03K | 0.28% | 43 |
|
|
2022
Q3 | $563K | Buy |
18,651
+191
| +1% | +$5.77K | 0.31% | 38 |
|
|
2022
Q2 | $575K | Buy |
18,460
+404
| +2% | +$12.6K | 0.32% | 36 |
|
|
2022
Q1 | $744K | Sell |
18,056
-3,573
| -17% | -$147K | 0.4% | 33 |
|
|
2021
Q4 | $962K | Buy |
+21,629
| New | +$962K | 0.57% | 28 |
|