WC
Whitnell & Co’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $210K | Buy |
5,955
+14
| +0.2% | +$494 | 0.06% | 148 |
|
|
2019
Q3 | $173K | Buy |
5,941
+31
| +0.5% | +$903 | 0.06% | 155 |
|
|
2019
Q2 | $171K | Sell |
5,910
-1,516
| -20% | -$43.9K | 0.06% | 148 |
|
|
2019
Q1 | $205K | Hold |
7,426
| – | – | 0.08% | 140 |
|
|
2018
Q4 | $183K | Buy |
7,426
+2,681
| +57% | +$66.1K | 0.08% | 135 |
|
|
2018
Q3 | $140K | Hold |
4,745
| – | – | 0.06% | 144 |
|
|
2018
Q2 | $134K | Buy |
+4,745
| New | +$134K | 0.06% | 142 |
|