BCFD
Boit C.F. David’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Hold |
16,165
| – | – | 2.25% | 16 |
|
|
2025
Q1 | $4.88M | Hold |
16,165
| – | – | 2.45% | 14 |
|
|
2024
Q4 | $4.47M | Hold |
16,165
| – | – | 1.82% | 16 |
|
|
2024
Q3 | $4.71M | Buy |
16,165
+800
| +5% | +$233K | 2.33% | 15 |
|
|
2024
Q2 | $3.92M | Hold |
15,365
| – | – | 2.04% | 19 |
|
|
2024
Q1 | $3.84M | Hold |
15,365
| – | – | 2.1% | 17 |
|
|
2023
Q4 | $3.48M | Buy |
15,365
+1,167
| +8% | +$264K | 1.97% | 18 |
|
|
2023
Q3 | $2.93M | Hold |
14,198
| – | – | 2.01% | 18 |
|
|
2023
Q2 | $2.73M | Hold |
14,198
| – | – | 1.81% | 19 |
|
|
2023
Q1 | $2.9M | Sell |
14,198
-1,000
| -7% | -$205K | 1.98% | 19 |
|
|
2022
Q4 | $3.35M | Hold |
15,198
| – | – | 2.39% | 16 |
|
|
2022
Q3 | $2.76M | Buy |
+15,198
| New | +$2.76M | 2.25% | 18 |
|
|
2022
Q1 | $3.25M | Sell |
15,198
-467
| -3% | -$99.9K | 2.14% | 19 |
|
|
2021
Q4 | $3.03M | Hold |
15,665
| – | – | 1.92% | 20 |
|
|
2021
Q3 | $2.75M | Sell |
15,665
-2,079
| -12% | -$365K | 1.89% | 18 |
|
|
2021
Q2 | $2.82M | Buy |
+17,744
| New | +$2.82M | 2.15% | 18 |
|