Waterford 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
2024 Q3	–	Sell	-5,313	Closed	-$211K	–	51
2024 Q2	$211K	Sell	5,313 -280	-5%	-$11.1K	0.09%	52
2024 Q1	$212K	Buy	+5,593	New	+$212K	0.09%	53