Portfolio (Quarterly)
Guide ↗
BANK OF AMERICA CORP /DE/
· CIK 0000070858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 2001 | — | XOMETRY INC | — | 2,000 | $2K | — | SOLD |
| 2002 | — | WEC ENERGY GROUP INC | — | 2,000 | $2K | — | SOLD |
| 2003 | — | ZTO EXPRESS CAYMAN INC | — | 2,600 | $2K | — | SOLD |
| 2004 | — | KALA BIO INC | — | 1,523 | $2K | — | SOLD |
| 2005 | VIXM | PROSHARES TR II | Financial Services | 145 | $2K | — | SOLD |
| 2006 | — | CIA ENERGETICA DE MINAS GERA | — | 817 | $2K | — | SOLD |
| 2007 | — | ANEBULO PHARMACEUTICALS INC | — | 891 | $2K | — | SOLD |
| 2008 | WSBK | WINCHESTER BANCORP INC | Financial Services | 225 | $2K | — | SOLD |
| 2009 | — | EMBOTELLADORA ANDINA S A | — | 106 | $2K | — | SOLD |
| 2010 | GQI | NATIXIS ETF TR | — | 38 | $2K | — | SOLD |
| 2011 | DGICB | DONEGAL GROUP INC | Financial Services | 130 | $2K | — | SOLD |
| 2012 | GP | GREENPOWER MTR CO INC | Consumer Cyclical | 600 | $2K | — | SOLD |
| 2013 | — | MAXEON SOLAR TECHNOLOGIES LT | — | 628 | $2K | — | SOLD |
| 2014 | AMUB | UBS AG LONDON BRANCH | Financial Services | 11,267 | $2K | — | SOLD |
| 2015 | — | SOLO BRANDS INC | — | 135 | $2K | — | SOLD |
| 2016 | VFL | ABRDN NATL MUN INCOME FD | Financial Services | 198 | $2K | — | SOLD |
| 2017 | — | URBAN-GRO INC | — | 4,900 | $2K | — | SOLD |
| 2018 | — | GLOBAL X FDS | — | 75 | $2K | — | SOLD |
| 2019 | BOXL | BOXLIGHT CORP | Technology | 805 | $2K | — | SOLD |
| 2020 | — | BOLT PROJS HLDGS INC | — | 511 | $2K | — | SOLD |
Sector Allocation
Technology
25.8%
Financial Services
18.9%
Industrials
10.3%
Healthcare
9.9%
Consumer Cyclical
8.5%
Communication Services
8.1%
Consumer Defensive
5.3%
Energy
5.3%
Utilities
2.9%
Real Estate
2.5%