Windsor Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,073
| Closed | -$208K | – | 117 |
|
|
2017
Q4 | $208K | Buy |
+7,073
| New | +$208K | 0.1% | 110 |
|
|
2015
Q4 | – | Sell |
-8,273
| Closed | -$128K | – | 131 |
|
|
2015
Q3 | $128K | Buy |
+8,273
| New | +$128K | 0.08% | 117 |
|
|
2014
Q2 | – | Sell |
-10,920
| Closed | -$188K | – | 93 |
|
|
2014
Q1 | $188K | Buy |
10,920
+4,368
| +67% | +$75.2K | 0.11% | 86 |
|
|
2013
Q4 | $102K | Buy |
6,552
+375
| +6% | +$5.84K | 0.06% | 120 |
|
|
2013
Q3 | $85K | Sell |
6,177
-241
| -4% | -$3.32K | 0.05% | 132 |
|
|
2013
Q2 | $83K | Buy |
+6,418
| New | +$83K | 0.05% | 126 |
|