Wealthspire Advisors (Maryland)’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.87M | Buy |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.39M | Sell |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $2.06M | Buy |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $2.06M | Buy |
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|
2017
Q3 | $1.64M | Buy |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.54M | Sell |
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|
2016
Q4 | $1.65M | Buy |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $885K | Buy |
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|
2016
Q1 | $666K | Sell |
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|
2015
Q4 | $910K | Buy |
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