WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.22M | Buy |
50,237
+607
| +1% | +$14.7K | 0.28% | 95 |
|
|
2017
Q1 | $1.17M | Buy |
49,630
+1,093
| +2% | +$25.8K | 0.31% | 77 |
|
|
2016
Q4 | $1.07M | Sell |
48,537
-1,925
| -4% | -$42.6K | 0.26% | 99 |
|
|
2016
Q3 | $790K | Buy |
50,462
+136
| +0.3% | +$2.13K | 0.2% | 122 |
|
|
2016
Q2 | $668K | Buy |
50,326
+11,948
| +31% | +$159K | 0.18% | 139 |
|
|
2016
Q1 | $519K | Sell |
38,378
-7,579
| -16% | -$102K | 0.15% | 161 |
|
|
2015
Q4 | $773K | Sell |
45,957
-357
| -0.8% | -$6.01K | 0.23% | 107 |
|
|
2015
Q3 | $722K | Sell |
46,314
-6,376
| -12% | -$99.4K | 0.23% | 103 |
|
|
2015
Q2 | $897K | Sell |
52,690
-41,283
| -44% | -$703K | 0.25% | 91 |
|
|
2015
Q1 | $1.45M | Sell |
93,973
-29,843
| -24% | -$459K | 0.4% | 46 |
|
|
2014
Q4 | $2.22M | Buy |
123,816
+57,128
| +86% | +$1.02M | 0.45% | 36 |
|
|
2014
Q3 | $1.14M | Buy |
66,688
+16,637
| +33% | +$284K | 0.22% | 104 |
|
|
2014
Q2 | $769K | Sell |
50,051
-22,087
| -31% | -$339K | 0.14% | 178 |
|
|
2014
Q1 | $1.09M | Sell |
72,138
-15,276
| -17% | -$230K | 0.22% | 108 |
|
|
2013
Q4 | $1.36M | Sell |
87,414
-9,876
| -10% | -$154K | 0.19% | 129 |
|
|
2013
Q3 | $1.34M | Sell |
97,290
-3,566
| -4% | -$49.2K | 0.21% | 123 |
|
|
2013
Q2 | $1.3M | Buy |
+100,856
| New | +$1.3M | 0.22% | 120 |
|