Vontobel Swiss Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-47,074
| Closed | -$1.16M | – | 60 |
|
|
2018
Q4 | $1.16M | Buy |
47,074
+3,962
| +9% | +$97.6K | 0.86% | 37 |
|
|
2018
Q3 | $1.27M | Sell |
43,112
-9,805
| -19% | -$289K | 0.74% | 39 |
|
|
2018
Q2 | $1.49M | Sell |
52,917
-549
| -1% | -$15.5K | 0.85% | 37 |
|
|
2018
Q1 | $1.6M | Sell |
53,466
-691
| -1% | -$20.7K | 0.85% | 38 |
|
|
2017
Q4 | $1.6M | Buy |
+54,157
| New | +$1.6M | 0.94% | 35 |
|