WealthStone’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
Q1 | – | Sell |
-18,762
| Closed | -$569K | – | 281 |
|
|
2020
Q4 | $569K | Sell |
18,762
-147
| -0.8% | -$4.46K | 0.2% | 70 |
|
|
2020
Q3 | $456K | Buy |
18,909
+10,124
| +115% | +$244K | 0.21% | 69 |
|
|
2020
Q2 | $209K | Buy |
+8,785
| New | +$209K | 0.1% | 153 |
|
|
2019
Q3 | – | Sell |
-1,702
| Closed | -$49.4K | – | 104 |
|
|
2019
Q2 | $49.4K | Buy |
+1,702
| New | +$49.4K | 0.02% | 181 |
|