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Vertex Planning Partners’s Bank of America BAC Stock Holding History

Vertex Planning Partners’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,956
Closed -$264K – 124
2022
Q4 		$264K Buy
+7,956
New +$264K 0.1% 121