Willingdon Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $933K | Buy |
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|
2019
Q2 | $919K | Buy |
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|
2019
Q1 | $738K | Sell |
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|
2018
Q4 | $663K | Buy |
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|
2018
Q3 | $598K | Buy |
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|
2018
Q2 | $383K | Sell |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $441K | Buy |
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|
2017
Q2 | $420K | Sell |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $383K | Sell |
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|
2016
Q3 | $837K | Sell |
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|
2016
Q2 | $853K | Buy |
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|
2016
Q1 | $816K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $550K | Buy |
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|
2015
Q2 | $560K | Buy |
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