United Capital Financial Advisors’s Bank Of America Corporation Ws B BAC.WS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$20K | – | 1379 |
|
|
2018
Q1 | $20K | Sell |
10,000
-3,000
| -23% | -$6K | ﹤0.01% | 1295 |
|
|
2017
Q4 | $29K | Sell |
13,000
-63,000
| -83% | -$141K | ﹤0.01% | 1293 |
|
|
2017
Q3 | $59K | Hold |
76,000
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q2 | $60K | Hold |
76,000
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q1 | $70K | Sell |
76,000
-31,680
| -29% | -$29.2K | ﹤0.01% | 1223 |
|
|
2016
Q4 | $103K | Sell |
107,680
-63,000
| -37% | -$60.3K | ﹤0.01% | 1225 |
|
|
2016
Q3 | $17K | Sell |
170,680
-10,000
| -6% | -$996 | ﹤0.01% | 1249 |
|
|
2016
Q2 | $0 | Sell |
180,680
-16,000
| -8% | – | ﹤0.01% | 1308 |
|
|
2016
Q1 | $39K | Sell |
196,680
-53,000
| -21% | -$10.5K | ﹤0.01% | 1199 |
|
|
2015
Q4 | $67K | Sell |
249,680
-78,900
| -24% | -$21.2K | ﹤0.01% | 1185 |
|
|
2015
Q3 | $92K | Buy |
328,580
+600
| +0.2% | +$168 | ﹤0.01% | 1213 |
|
|
2015
Q2 | $169K | Sell |
327,980
-60,000
| -15% | -$30.9K | ﹤0.01% | 1200 |
|
|
2015
Q1 | $210K | Sell |
387,980
-35,000
| -8% | -$18.9K | ﹤0.01% | 1174 |
|
|
2014
Q4 | $302K | Buy |
422,980
+9,000
| +2% | +$6.43K | ﹤0.01% | 962 |
|
|
2014
Q3 | $397K | Sell |
413,980
-10,000
| -2% | -$9.59K | 0.01% | 855 |
|
|
2014
Q2 | $318K | Sell |
423,980
-39,000
| -8% | -$29.3K | 0.01% | 740 |
|
|
2014
Q1 | $417K | Sell |
462,980
-9,000
| -2% | -$8.11K | 0.01% | 678 |
|
|
2013
Q4 | $363K | Sell |
471,980
-78,000
| -14% | -$60K | 0.01% | 490 |
|
|
2013
Q3 | $434K | Buy |
549,980
+46,000
| +9% | +$36.3K | 0.01% | 473 |
|
|
2013
Q2 | $388K | Buy |
+503,980
| New | +$388K | 0.01% | 552 |
|