Ulland Investment 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
Q2 | – | Sell |
-20
| Closed | -$1K | – | 213 |
|
|
2023
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 192 |
|
|
2022
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 204 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 232 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 249 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 216 |
|