BCFD
Boit C.F. David’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
7,800
| – | – | 0.26% | 61 |
|
|
2025
Q1 | $586K | Hold |
7,800
| – | – | 0.29% | 58 |
|
|
2024
Q4 | $520K | Hold |
7,800
| – | – | 0.21% | 61 |
|
|
2024
Q3 | $556K | Hold |
7,800
| – | – | 0.28% | 59 |
|
|
2024
Q2 | $464K | Hold |
7,800
| – | – | 0.24% | 61 |
|
|
2024
Q1 | $475K | Hold |
7,800
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $462K | Hold |
7,800
| – | – | 0.26% | 59 |
|
|
2023
Q3 | $394K | Hold |
7,800
| – | – | 0.27% | 55 |
|
|
2023
Q2 | $458K | Hold |
7,800
| – | – | 0.3% | 54 |
|
|
2023
Q1 | $481K | Hold |
7,800
| – | – | 0.33% | 49 |
|
|
2022
Q4 | $494K | Hold |
7,800
| – | – | 0.35% | 47 |
|
|
2022
Q3 | $454K | Buy |
+7,800
| New | +$454K | 0.37% | 48 |
|
|
2022
Q1 | $546K | Hold |
7,800
| – | – | 0.36% | 50 |
|
|
2021
Q4 | $507K | Hold |
7,800
| – | – | 0.32% | 54 |
|
|
2021
Q3 | $466K | Hold |
7,800
| – | – | 0.32% | 54 |
|
|
2021
Q2 | $461K | Buy |
+7,800
| New | +$461K | 0.35% | 47 |
|