Wealthstreet Investment Advisors’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
Q2 | – | Sell |
-288,502
| Closed | -$11.2M | – | 108 |
|
|
2021
Q1 | $11.2M | Sell |
288,502
-1,862
| -0.6% | -$72K | 1.09% | 22 |
|
|
2020
Q4 | $8.8M | Sell |
290,364
-30,511
| -10% | -$925K | 0.89% | 26 |
|
|
2020
Q3 | $7.73M | Sell |
320,875
-15,858
| -5% | -$382K | 0.86% | 28 |
|
|
2020
Q2 | $8M | Sell |
336,733
-13,352
| -4% | -$317K | 0.98% | 24 |
|
|
2020
Q1 | $7.43M | Sell |
350,085
-22,122
| -6% | -$470K | 1.1% | 23 |
|
|
2019
Q4 | $13.1M | Sell |
372,207
-2,319
| -0.6% | -$81.7K | 1.53% | 12 |
|
|
2019
Q3 | $12M | Sell |
374,526
-17,632
| -4% | -$565K | 1.53% | 15 |
|
|
2019
Q2 | $11.4M | Sell |
392,158
-2,514
| -0.6% | -$72.9K | 1.47% | 16 |
|
|
2019
Q1 | $10.9M | Sell |
394,672
-4,355
| -1% | -$120K | 1.44% | 16 |
|
|
2018
Q4 | $11.8M | Sell |
399,027
-6,230
| -2% | -$185K | 1.66% | 11 |
|
|
2018
Q3 | $11.9M | Sell |
405,257
-2,800
| -0.7% | -$82.5K | 1.47% | 14 |
|
|
2018
Q2 | $11.5M | Sell |
408,057
-40,688
| -9% | -$1.15M | 1.52% | 12 |
|
|
2018
Q1 | $13.5M | Buy |
448,745
+1,831
| +0.4% | +$54.9K | 1.69% | 9 |
|
|
2017
Q4 | $13.2M | Buy |
+446,914
| New | +$13.2M | 1.6% | 9 |
|