Welch Capital Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-249,524
| Closed | -$4.29M | – | 38 |
|
|
2014
Q1 | $4.29M | Sell |
249,524
-551,200
| -69% | -$9.48M | 1.53% | 27 |
|
|
2013
Q4 | $12.5M | Buy |
800,724
+340
| +0% | +$5.29K | 4.18% | 7 |
|
|
2013
Q3 | $11M | Sell |
800,384
-123,990
| -13% | -$1.71M | 3.78% | 7 |
|
|
2013
Q2 | $11.9M | Buy |
+924,374
| New | +$11.9M | 4.16% | 3 |
|