Vivid Financial Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$341K Sell
7,672
-359
-4% -$16K 0.13% 90
2021
Q3
$341K Sell
8,031
-5,014
-38% -$213K 0.14% 97
2021
Q2
$538K Buy
13,045
+5
+0% +$206 0.22% 61
2021
Q1
$505K Sell
13,040
-462
-3% -$17.9K 0.23% 61
2020
Q4
$409K Sell
13,502
-2,304
-15% -$69.8K 0.2% 82
2020
Q3
$381K Sell
15,806
-404
-2% -$9.74K 0.23% 61
2020
Q2
$385K Buy
+16,210
New +$385K 0.24% 52
2020
Q1
Sell
-14,193
Closed -$491K 75
2019
Q4
$491K Buy
+14,193
New +$491K 0.53% 46