HERITAGE WEALTH ADVISORS – Bank of America Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.67M
portfolio value
HERITAGE WEALTH ADVISORS 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 | -1.77% | -1K shares | -82K | $30.2 | 55.35K |
| Q2 2022 | share | Decrease | -1.21% | -693 shares | -598K | $31.13 | 56.35K |
| Q1 2022 | share | Decrease | -33.99% | -29.38K shares | -1.49M | $41.22 | 57.04K |
| Q4 2021 | share | Decrease | -0.00% | -1 shares | 176.28K | $44.53 | 86.42K |
| Q3 2021 | share | Decrease | -0.06% | -50 shares | 103.38K | $42.25 | 86.42K |
| Q2 2021 | share | Decrease | -11.51% | -11.25K shares | -215.67K | $40.83 | 86.47K |
| Q1 2021 | share | Decrease | -1.06% | -1.05K shares | 787.21K | $38.15 | 97.73K |
| Q4 2020 | share | Increase | +202.40% | 66.11K shares | 2.20M | $29.74 | 98.78K |
| Q3 2020 | share | Increase | +7.72% | 2.34K shares | 66.68K | $23.49 | 32.66K |
| Q2 2020 | share | 0.00% | 0 shares | 76.42K | $23 | 30.32K | |
| Q1 2020 | share | Decrease | -2.86% | -892 shares | -455.67K | $20.42 | 30.32K |
| Q4 2019 | share | Increase | +2.22% | 679 shares | 209.49K | $33.66 | 31.21K |
| Q3 2019 | share | Decrease | -9.96% | -3.37K shares | -93.57K | $27.72 | 30.53K |
| Q2 2019 | share | Increase | +5.25% | 1.69K shares | 94.48K | $27.39 | 33.91K |
| Q1 2019 | share | 0.00% | 0 shares | 95.08K | $25.92 | 32.22K | |
| Q4 2018 | share | 0.00% | 0 shares | -155K | $23.03 | 32.22K | |
| Q3 2018 | share | 0.00% | 0 shares | 40K | $27.37 | 32.22K | |
| Q2 2018 | share | Decrease | -1.69% | -555 shares | -73K | $26.07 | 32.22K |
| Q1 2018 | share | 0.00% | 0 shares | 15K | $27.62 | 32.78K | |
| Q4 2017 | share | Decrease | -0.47% | -154 shares | 133K | $27.08 | 32.78K |
| Q3 2017 | share | Increase | +4.77% | 1.5K shares | 70K | $23.15 | 32.93K |
| Q2 2017 | share | 0.00% | 0 shares | 22K | $22.05 | 31.43K | |
| Q1 2017 | share | 0.00% | 0 shares | 47K | $21.37 | 31.43K | |
| Q4 2016 | share | Increase | +3.98% | 1.20K shares | 222K | $19.96 | 31.43K |
| Q3 2016 | share | Increase | +3.10% | 910 shares | 85K | $14.09 | 30.23K |
| Q2 2016 | share | Increase | +13.09% | 3.39K shares | 37K | $11.89 | 29.32K |
| Q1 2016 | share | Increase | +7.15% | 1.73K shares | -57K | $12.07 | 25.92K |