UFA
US Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,238
| Closed | -$253K | – | 73 |
|
|
2023
Q3 | $253K | Hold |
9,238
| – | – | 0.11% | 63 |
|
|
2023
Q2 | $265K | Hold |
9,238
| – | – | 0.11% | 60 |
|
|
2023
Q1 | $264K | Hold |
9,238
| – | – | 0.12% | 64 |
|
|
2022
Q4 | $306K | Sell |
9,238
-3,960
| -30% | -$131K | 0.15% | 57 |
|
|
2022
Q3 | $399K | Hold |
13,198
| – | – | 0.22% | 37 |
|
|
2022
Q2 | $411K | Hold |
13,198
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $544K | Hold |
13,198
| – | – | 0.26% | 33 |
|
|
2021
Q4 | $587K | Hold |
13,198
| – | – | 0.27% | 32 |
|
|
2021
Q3 | $560K | Buy |
13,198
+6,328
| +92% | +$269K | 0.28% | 33 |
|
|
2021
Q2 | $283K | Sell |
6,870
-10
| -0.1% | -$412 | 0.14% | 55 |
|
|
2021
Q1 | $266K | Sell |
6,880
-740
| -10% | -$28.6K | 0.07% | 126 |
|
|
2020
Q4 | $231K | Buy |
+7,620
| New | +$231K | 0.07% | 116 |
|
|
2016
Q1 | – | Sell |
-3,294
| Closed | -$55K | – | 479 |
|
|
2015
Q4 | $55K | Buy |
3,294
+3,056
| +1,284% | +$51K | 0.05% | 133 |
|
|
2015
Q3 | $4K | Hold |
238
| – | – | 0.01% | 316 |
|
|
2015
Q2 | $4K | Sell |
238
-3,056
| -93% | -$51.4K | ﹤0.01% | 300 |
|
|
2015
Q1 | $51K | Sell |
3,294
-904
| -22% | -$14K | 0.05% | 106 |
|
|
2014
Q4 | $75K | Buy |
+4,198
| New | +$75K | 0.07% | 83 |
|