Wellington Wealth Strategies’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,999
Closed -$293K 72
2024
Q3
$293K Buy
+6,999
New +$293K 0.22% 58
2024
Q2
Sell
-8,041
Closed -$305K 63
2024
Q1
$305K Buy
+8,041
New +$305K 0.14% 108