TrueWealth LLC’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $707K | Buy |
29,756
+412
| +1% | +$9.79K | 0.3% | 55 |
|
|
2020
Q1 | $623K | Sell |
29,344
-2,512
| -8% | -$53.3K | 0.3% | 57 |
|
|
2019
Q4 | $1.12M | Sell |
31,856
-1,001
| -3% | -$35.3K | 0.45% | 32 |
|
|
2019
Q3 | $958K | Buy |
32,857
+696
| +2% | +$20.3K | 0.41% | 35 |
|
|
2019
Q2 | $933K | Sell |
32,161
-1,282
| -4% | -$37.2K | 0.41% | 35 |
|
|
2019
Q1 | $923K | Hold |
33,443
| – | – | 0.43% | 35 |
|
|
2018
Q4 | $824K | Sell |
33,443
-743
| -2% | -$18.3K | 0.42% | 37 |
|
|
2018
Q3 | $1.01M | Buy |
34,186
+160
| +0.5% | +$4.71K | 0.46% | 33 |
|
|
2018
Q2 | $959K | Buy |
34,026
+1,063
| +3% | +$30K | 0.46% | 31 |
|
|
2018
Q1 | $989K | Buy |
32,963
+892
| +3% | +$26.8K | 0.5% | 29 |
|
|
2017
Q4 | $947K | Buy |
+32,071
| New | +$947K | 0.44% | 33 |
|