Virginia Wealth Management Group’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
Q4 | – | Sell |
-20,422
| Closed | -$559K | – | 57 |
|
2023
Q3 | $559K | Buy |
20,422
+74
| +0.4% | +$2.03K | 0.38% | 54 |
|
2023
Q2 | $584K | Buy |
20,348
+6,065
| +42% | +$174K | 0.4% | 54 |
|
2023
Q1 | $408K | Buy |
14,283
+390
| +3% | +$11.2K | 0.28% | 60 |
|
2022
Q4 | $460K | Buy |
13,893
+51
| +0.4% | +$1.69K | 0.32% | 60 |
|
2022
Q3 | $418K | Buy |
+13,842
| New | +$418K | 0.31% | 60 |
|