Boit C.F. David’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
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|
2025
Q1 | $458K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $558K | Hold |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $85K | Buy |
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