INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Bank of America Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.50M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-2.99%
quarter
Bank of America Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.07% | -62 shares | -79K | $30.2 | 83.05K |
| Q2 2022 | share | Decrease | -12.74% | -12.13K shares | -1.33M | $31.13 | 83.11K |
| Q1 2022 | share | Increase | +1.21% | 1.13K shares | -261K | $41.22 | 95.24K |
| Q4 2021 | share | Decrease | -0.53% | -498 shares | 171K | $44.53 | 94.10K |
| Q3 2021 | share | Increase | +0.79% | 745 shares | 146K | $42.25 | 94.60K |
| Q2 2021 | share | Decrease | -0.90% | -850 shares | 206K | $40.83 | 93.86K |
| Q1 2021 | share | Decrease | -2.68% | -2.60K shares | 714K | $38.15 | 94.71K |
| Q4 2020 | share | Increase | +1.64% | 1.57K shares | 644K | $29.74 | 97.31K |
| Q3 2020 | share | Decrease | -1.88% | -1.83K shares | -11K | $23.49 | 95.74K |
| Q2 2020 | share | Increase | +0.58% | 566 shares | 258K | $23 | 97.57K |
| Q1 2020 | share | Decrease | -17.46% | -20.51K shares | -2.08M | $20.42 | 97.00K |
| Q4 2019 | share | Decrease | -2.68% | -3.23K shares | 616K | $33.66 | 117.52K |
| Q3 2019 | share | Decrease | -18.15% | -26.77K shares | -756K | $27.72 | 120.76K |
| Q2 2019 | share | Increase | +3.83% | 5.43K shares | 358K | $27.39 | 147.53K |
| Q1 2019 | share | Increase | +5.25% | 7.09K shares | 596K | $25.92 | 142.09K |
| Q4 2018 | share | Increase | +8.75% | 10.86K shares | -417K | $23.03 | 135.00K |
| Q3 2018 | share | Decrease | -5.57% | -7.31K shares | 43K | $27.37 | 124.14K |
| Q2 2018 | share | Decrease | -0.62% | -826 shares | -265K | $26.07 | 131.46K |
| Q1 2018 | share | Decrease | -24.31% | -42.48K shares | -1.36M | $27.62 | 132.28K |
| Q4 2017 | share | Increase | +36.58% | 46.81K shares | 2.08M | $27.08 | 174.77K |
| Q3 2017 | share | Decrease | -0.48% | -616 shares | 133K | $23.15 | 127.95K |
| Q2 2017 | share | Increase | 0.00% | 128.57K shares | 3.11M | $22.05 | 128.57K |