Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-288,502	Closed	-$11.2M	–	108
2021 Q1	$11.2M	Sell	288,502 -1,862	-0.6%	-$64.3K	1.09%	22
2020 Q4	$8.8M	Sell	290,364 -30,511	-10%	-$818K	0.89%	26
2020 Q3	$7.73M	Sell	320,875 -15,858	-5%	-$395K	0.86%	28
2020 Q2	$8M	Sell	336,733 -13,352	-4%	-$315K	0.98%	24
2020 Q1	$7.43M	Sell	350,085 -22,122	-6%	-$663K	1.1%	23
2019 Q4	$13.1M	Sell	372,207 -2,319	-0.6%	-$74.9K	1.53%	12
2019 Q3	$12M	Sell	374,526 -17,632	-4%	-$507K	1.53%	15
2019 Q2	$11.4M	Sell	392,158 -2,514	-0.6%	-$72.5K	1.47%	16
2019 Q1	$10.9M	Sell	394,672 -4,355	-1%	-$123K	1.44%	16
2018 Q4	$11.8M	Sell	399,027 -6,230	-2%	-$169K	1.66%	11
2018 Q3	$11.9M	Sell	405,257 -2,800	-0.7%	-$85.3K	1.47%	14
2018 Q2	$11.5M	Sell	408,057 -40,688	-9%	-$1.21M	1.52%	12
2018 Q1	$13.5M	Buy	448,745 +1,831	+0.4%	+$57.5K	1.69%	9
2017 Q4	$13.2M	Buy	+446,914	New	+$12.3M	1.6%	9