WBI Investments’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
Q1 | – | Sell |
-264,941
| Closed | -$8.03M | – | 181 |
|
|
2020
Q4 | $8.03M | Buy |
+264,941
| New | +$8.03M | 1.22% | 16 |
|
|
2019
Q4 | – | Sell |
-258,181
| Closed | -$7.53M | – | 194 |
|
|
2019
Q3 | $7.53M | Buy |
+258,181
| New | +$7.53M | 0.72% | 34 |
|
|
2018
Q4 | – | Sell |
-101,249
| Closed | -$2.98M | – | 100 |
|
|
2018
Q3 | $2.98M | Buy |
+101,249
| New | +$2.98M | 0.16% | 103 |
|