BCFD
Boit C.F. David’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
810
| – | – | 0.22% | 64 |
|
|
2025
Q1 | $458K | Hold |
810
| – | – | 0.23% | 62 |
|
|
2024
Q4 | $486K | Hold |
810
| – | – | 0.2% | 63 |
|
|
2024
Q3 | $478K | Hold |
810
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $390K | Hold |
810
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $381K | Hold |
810
| – | – | 0.21% | 63 |
|
|
2023
Q4 | $445K | Hold |
810
| – | – | 0.25% | 61 |
|
|
2023
Q3 | $411K | Hold |
810
| – | – | 0.28% | 53 |
|
|
2023
Q2 | $380K | Hold |
810
| – | – | 0.25% | 57 |
|
|
2023
Q1 | $442K | Hold |
810
| – | – | 0.3% | 51 |
|
|
2022
Q4 | $377K | Hold |
810
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $342K | Buy |
+810
| New | +$342K | 0.28% | 54 |
|
|
2022
Q1 | $407K | Sell |
810
-100
| -11% | -$50.2K | 0.27% | 57 |
|
|
2021
Q4 | $558K | Hold |
910
| – | – | 0.35% | 48 |
|
|
2021
Q3 | $556K | Buy |
910
+750
| +469% | +$458K | 0.38% | 48 |
|
|
2021
Q2 | $85K | Buy |
+160
| New | +$85K | 0.06% | 79 |
|