Wealthspire Advisors (Maryland)’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.9M | Sell |
78,826
-1,964
| -2% | -$47.3K | 0.07% | 134 |
|
|
2020
Q2 | $1.92M | Buy |
80,790
+2,211
| +3% | +$52.5K | 0.14% | 98 |
|
|
2020
Q1 | $1.67M | Sell |
78,579
-2,782
| -3% | -$59.1K | 0.15% | 95 |
|
|
2019
Q4 | $2.87M | Buy |
81,361
+1,460
| +2% | +$51.4K | 0.19% | 79 |
|
|
2019
Q3 | $2.33M | Sell |
79,901
-2,386
| -3% | -$69.6K | 0.17% | 86 |
|
|
2019
Q2 | $2.39M | Sell |
82,287
-1,459
| -2% | -$42.3K | 0.18% | 85 |
|
|
2019
Q1 | $2.31M | Buy |
83,746
+6,263
| +8% | +$173K | 0.17% | 84 |
|
|
2018
Q4 | $1.91M | Buy |
77,483
+5,437
| +8% | +$134K | 0.17% | 82 |
|
|
2018
Q3 | $2.12M | Sell |
72,046
-1,047
| -1% | -$30.8K | 0.17% | 76 |
|
|
2018
Q2 | $2.06M | Buy |
73,093
+2,889
| +4% | +$81.4K | 0.19% | 73 |
|
|
2018
Q1 | $2.11M | Buy |
70,204
+320
| +0.5% | +$9.6K | 0.2% | 76 |
|
|
2017
Q4 | $2.06M | Buy |
69,884
+5,190
| +8% | +$153K | 0.2% | 81 |
|
|
2017
Q3 | $1.64M | Buy |
64,694
+4,537
| +8% | +$115K | 0.18% | 88 |
|
|
2017
Q2 | $1.46M | Sell |
60,157
-5,186
| -8% | -$126K | 0.17% | 92 |
|
|
2017
Q1 | $1.54M | Sell |
65,343
-9,279
| -12% | -$219K | 0.22% | 67 |
|
|
2016
Q4 | $1.65M | Buy |
74,622
+3,158
| +4% | +$69.8K | 0.25% | 63 |
|
|
2016
Q3 | $1.12M | Buy |
71,464
+4,745
| +7% | +$74.2K | 0.17% | 92 |
|
|
2016
Q2 | $885K | Buy |
66,719
+17,425
| +35% | +$231K | 0.15% | 101 |
|
|
2016
Q1 | $666K | Sell |
49,294
-4,797
| -9% | -$64.8K | 0.12% | 123 |
|
|
2015
Q4 | $910K | Buy |
+54,091
| New | +$910K | 0.17% | 93 |
|