WealthOne’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,832
| Closed | -$240K | – | 125 |
|
|
2022
Q1 | $240K | Buy |
5,832
+686
| +13% | +$28.2K | 0.08% | 108 |
|
|
2021
Q4 | $229K | Sell |
5,146
-765
| -13% | -$34K | 0.08% | 101 |
|
|
2021
Q3 | $251K | Sell |
5,911
-58
| -1% | -$2.46K | 0.09% | 114 |
|
|
2021
Q2 | $246K | Buy |
+5,969
| New | +$246K | 0.1% | 110 |
|
|
2020
Q1 | – | Sell |
-5,817
| Closed | -$205K | – | 88 |
|
|
2019
Q4 | $205K | Buy |
+5,817
| New | +$205K | 0.13% | 86 |
|
|
2019
Q1 | – | Sell |
-4,195
| Closed | -$103K | – | 112 |
|
|
2018
Q4 | $103K | Buy |
+4,195
| New | +$103K | 0.09% | 117 |
|