UIA
Ulland Investment Advisors’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59
| Closed | -$73K | – | 214 |
|
|
2025
Q1 | $73K | Buy |
59
+14
| +31% | +$17.3K | 0.06% | 96 |
|
|
2024
Q4 | $55K | Sell |
45
-49
| -52% | -$59.9K | 0.04% | 110 |
|
|
2024
Q3 | $120K | Hold |
94
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $112K | Sell |
94
-67
| -42% | -$79.8K | 0.08% | 80 |
|
|
2024
Q1 | $192K | Sell |
161
-69
| -30% | -$82.3K | 0.15% | 63 |
|
|
2023
Q4 | $278K | Sell |
230
-41
| -15% | -$49.6K | 0.28% | 44 |
|
|
2023
Q3 | $301K | Sell |
271
-83
| -23% | -$92.2K | 0.33% | 40 |
|
|
2023
Q2 | $416K | Buy |
354
+195
| +123% | +$229K | 0.43% | 38 |
|
|
2023
Q1 | $186K | Hold |
159
| – | – | 0.22% | 56 |
|
|
2022
Q4 | $184K | Buy |
+159
| New | +$184K | 0.22% | 57 |
|