Wela Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $233K | Buy |
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