BCFD
Boit C.F. David’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $573K | Hold |
4,000
| – | – | 0.28% | 57 |
|
2025
Q1 | $669K | Hold |
4,000
| – | – | 0.34% | 52 |
|
2024
Q4 | $579K | Hold |
4,000
| – | – | 0.24% | 58 |
|
2024
Q3 | $604K | Hold |
4,000
| – | – | 0.3% | 54 |
|
2024
Q2 | $626K | Hold |
4,000
| – | – | 0.33% | 54 |
|
2024
Q1 | $639K | Hold |
4,000
| – | – | 0.35% | 47 |
|
2023
Q4 | $609K | Hold |
4,000
| – | – | 0.34% | 49 |
|
2023
Q3 | $666K | Hold |
4,000
| – | – | 0.46% | 42 |
|
2023
Q2 | $629K | Hold |
4,000
| – | – | 0.42% | 44 |
|
2023
Q1 | $683K | Hold |
4,000
| – | – | 0.47% | 41 |
|
2022
Q4 | $718K | Hold |
4,000
| – | – | 0.51% | 39 |
|
2022
Q3 | $575K | Buy |
+4,000
| New | +$575K | 0.47% | 41 |
|
2022
Q1 | $651K | Hold |
4,000
| – | – | 0.43% | 47 |
|
2021
Q4 | $469K | Hold |
4,000
| – | – | 0.3% | 57 |
|
2021
Q3 | $417K | Hold |
4,000
| – | – | 0.29% | 57 |
|
2021
Q2 | $419K | Buy |
+4,000
| New | +$419K | 0.32% | 51 |
|