Atria Wealth Solutions’s Bancroft Fund BCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$326K Buy
2023
Q1
$323K Buy
2022
Q4
$305K Buy
2022
Q2
Sell
2022
Q1
$254K Buy