Woodard & Company Asset Management Group’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-79
| Closed | -$94.5K | – | 120 |
|
2024
Q2 | $94.5K | Buy |
+79
| New | +$94.5K | 0.02% | 93 |
|
2023
Q3 | – | Sell |
-5
| Closed | -$5.86K | – | 93 |
|
2023
Q2 | $5.86K | Hold |
5
| – | – | ﹤0.01% | 93 |
|
2023
Q1 | $5.84K | Hold |
5
| – | – | ﹤0.01% | 94 |
|
2022
Q4 | $5.8K | Hold |
5
| – | – | ﹤0.01% | 96 |
|
2022
Q3 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 96 |
|