Wellesley Investment Partners’s Bank of America BAC Stock Holding History

Wellesley Investment Partners’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$266K	Buy
2020 Q2	$244K	Hold
2020 Q1	$218K	Buy
2019 Q2	–	Sell
2019 Q1	$285K	Sell
2018 Q4	$275K	Hold
2018 Q3	$329K	Hold
2018 Q2	$315K	Buy
2018 Q1	$323K	Buy
2017 Q4	$223K	Buy