Wealthfront’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $12.4M | Buy |
421,870
+1,628
| +0.4% | +$48K | 0.12% | 31 |
|
|
2018
Q2 | $11.8M | Sell |
420,242
-83,150
| -17% | -$2.34M | 0.12% | 30 |
|
|
2018
Q1 | $15.1M | Buy |
503,392
+25,141
| +5% | +$754K | 0.15% | 29 |
|
|
2017
Q4 | $14.1M | Buy |
478,251
+57,630
| +14% | +$1.7M | 0.16% | 29 |
|
|
2017
Q3 | $10.7M | Buy |
420,621
+35,287
| +9% | +$894K | 0.14% | 31 |
|
|
2017
Q2 | $9.35M | Buy |
385,334
+22,398
| +6% | +$543K | 0.14% | 29 |
|
|
2017
Q1 | $8.56M | Buy |
362,936
+43,820
| +14% | +$1.03M | 0.15% | 31 |
|
|
2016
Q4 | $7.05M | Buy |
319,116
+60,073
| +23% | +$1.33M | 0.16% | 30 |
|
|
2016
Q3 | $4.05M | Buy |
259,043
+107,602
| +71% | +$1.68M | 0.1% | 42 |
|
|
2016
Q2 | $2.01M | Sell |
151,441
-49,979
| -25% | -$663K | 0.06% | 65 |
|
|
2016
Q1 | $2.72M | Buy |
201,420
+40,727
| +25% | +$551K | 0.09% | 46 |
|
|
2015
Q4 | $2.7M | Buy |
160,693
+29,404
| +22% | +$495K | 0.1% | 41 |
|
|
2015
Q3 | $2.05M | Buy |
131,289
+54,117
| +70% | +$843K | 0.08% | 45 |
|
|
2015
Q2 | $1.31M | Buy |
77,172
+50,091
| +185% | +$852K | 0.05% | 44 |
|
|
2015
Q1 | $417K | Sell |
27,081
-39,126
| -59% | -$602K | 0.02% | 98 |
|
|
2014
Q4 | $1.18M | Buy |
66,207
+26,895
| +68% | +$481K | 0.07% | 33 |
|
|
2014
Q3 | $670K | Buy |
39,312
+20,482
| +109% | +$349K | 0.05% | 48 |
|
|
2014
Q2 | $302K | Sell |
18,830
-15,370
| -45% | -$247K | 0.03% | 63 |
|
|
2014
Q1 | $593K | Buy |
+34,200
| New | +$593K | 0.07% | 22 |
|