Wealthcare Capital 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
Q2 | – | Sell |
-1,504
| Closed | -$58K | – | 136 |
|
2021
Q1 | $58K | Buy |
+1,504
| New | +$58K | 0.01% | 132 |
|
2020
Q2 | – | Sell |
-987
| Closed | -$21K | – | 70 |
|
2020
Q1 | $21K | Sell |
987
-10
| -1% | -$213 | ﹤0.01% | 130 |
|
2019
Q4 | $35K | Sell |
997
-2,063
| -67% | -$72.4K | ﹤0.01% | 126 |
|
2019
Q3 | $89K | Hold |
3,060
| – | – | 0.01% | 80 |
|
2019
Q2 | $89K | Hold |
3,060
| – | – | 0.01% | 78 |
|
2019
Q1 | $84K | Hold |
3,060
| – | – | 0.01% | 79 |
|
2018
Q4 | $75K | Hold |
3,060
| – | – | 0.01% | 80 |
|
2018
Q3 | $90K | Hold |
3,060
| – | – | 0.01% | 72 |
|
2018
Q2 | $86K | Hold |
3,060
| – | – | 0.01% | 70 |
|
2018
Q1 | $92K | Sell |
3,060
-194
| -6% | -$5.83K | 0.01% | 69 |
|
2017
Q4 | $96K | Buy |
3,254
+194
| +6% | +$5.72K | 0.01% | 67 |
|
2017
Q3 | $78K | Hold |
3,060
| – | – | 0.01% | 70 |
|
2017
Q2 | $74K | Hold |
3,060
| – | – | 0.01% | 70 |
|
2017
Q1 | $72K | Hold |
3,060
| – | – | 0.01% | 71 |
|
2016
Q4 | $68K | Hold |
3,060
| – | – | 0.01% | 67 |
|
2016
Q3 | $48K | Hold |
3,060
| – | – | 0.01% | 74 |
|
2016
Q2 | $41K | Hold |
3,060
| – | – | ﹤0.01% | 77 |
|
2016
Q1 | $41K | Hold |
3,060
| – | – | ﹤0.01% | 84 |
|
2015
Q4 | $51K | Sell |
3,060
-175
| -5% | -$2.92K | 0.01% | 84 |
|
2015
Q3 | $50K | Sell |
3,235
-167
| -5% | -$2.58K | 0.01% | 91 |
|
2015
Q2 | $58K | Sell |
3,402
-333
| -9% | -$5.68K | 0.01% | 93 |
|
2015
Q1 | $57K | Buy |
3,735
+500
| +15% | +$7.63K | 0.01% | 223 |
|
2014
Q4 | $58K | Sell |
3,235
-150
| -4% | -$2.69K | 0.01% | 80 |
|
2014
Q3 | $58K | Hold |
3,385
| – | – | 0.01% | 77 |
|
2014
Q2 | $52K | Sell |
3,385
-325
| -9% | -$4.99K | 0.01% | 82 |
|
2014
Q1 | $64K | Hold |
3,710
| – | – | 0.01% | 71 |
|
2013
Q4 | $58K | Hold |
3,710
| – | – | 0.01% | 43 |
|
2013
Q3 | $51K | Hold |
3,710
| – | – | 0.01% | 42 |
|
2013
Q2 | $48K | Buy |
+3,710
| New | +$48K | 0.01% | 45 |
|