Winthrop Partners - WNY’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $372K | Hold |
12,737
| – | – | 0.25% | 79 |
|
|
2019
Q2 | $369K | Sell |
12,737
-5,675
| -31% | -$165K | 0.28% | 79 |
|
|
2019
Q1 | $525K | Buy |
18,412
+615
| +3% | +$17.6K | 0.41% | 65 |
|
|
2018
Q4 | $439K | Hold |
17,797
| – | – | 0.41% | 62 |
|
|
2018
Q3 | $524K | Hold |
17,797
| – | – | 0.42% | 66 |
|
|
2018
Q2 | $502K | Hold |
17,797
| – | – | 0.42% | 66 |
|
|
2018
Q1 | $532K | Hold |
17,797
| – | – | 0.41% | 65 |
|
|
2017
Q4 | $582K | Buy |
+17,797
| New | +$582K | 0.48% | 66 |
|