Wealth & Pension Services 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
2019
Q3
$381K Buy
13,068
+114
+0.9% +$3.32K 0.28% 87
2019
Q2
$376K Sell
12,954
-2,415
-16% -$70.1K 0.27% 83
2019
Q1
$424K Buy
15,369
+900
+6% +$24.8K 0.33% 77
2018
Q4
$357K Buy
14,469
+428
+3% +$10.6K 0.32% 72
2018
Q3
$414K Buy
14,041
+42
+0.3% +$1.24K 0.42% 54
2018
Q2
$395K Buy
+13,999
New +$395K 0.5% 38