BCFD
Boit C.F. David’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
3,250
+1,100
| +51% | +$190K | 0.27% | 59 |
|
|
2025
Q1 | $475K | Hold |
2,150
| – | – | 0.24% | 61 |
|
|
2024
Q4 | $442K | Hold |
2,150
| – | – | 0.18% | 68 |
|
|
2024
Q3 | $392K | Hold |
2,150
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $320K | Hold |
2,150
| – | – | 0.17% | 72 |
|
|
2024
Q1 | $320K | Buy |
2,150
+300
| +16% | +$44.7K | 0.17% | 69 |
|
|
2023
Q4 | $244K | Hold |
1,850
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $209K | Hold |
1,850
| – | – | 0.14% | 69 |
|
|
2023
Q2 | $234K | Hold |
1,850
| – | – | 0.16% | 70 |
|
|
2023
Q1 | $217K | Hold |
1,850
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $187K | Hold |
1,850
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $173K | Buy |
+1,850
| New | +$173K | 0.14% | 69 |
|
|
2022
Q1 | $188K | Hold |
1,850
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $192K | Hold |
1,850
| – | – | 0.12% | 75 |
|
|
2021
Q3 | $203K | Buy |
1,850
+1,050
| +131% | +$115K | 0.14% | 74 |
|
|
2021
Q2 | $86K | Buy |
+800
| New | +$86K | 0.07% | 78 |
|