TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $707K | Buy |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $958K | Buy |
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|
2019
Q2 | $933K | Sell |
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|
2019
Q1 | $923K | Hold |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $959K | Buy |
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|
2018
Q1 | $989K | Buy |
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|
2017
Q4 | $947K | Buy |
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