BCFD
Boit C.F. David’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Hold |
700
| – | – | 0.18% | 70 |
|
2025
Q1 | $356K | Hold |
700
| – | – | 0.18% | 71 |
|
2024
Q4 | $349K | Hold |
700
| – | – | 0.14% | 72 |
|
2024
Q3 | $360K | Hold |
700
| – | – | 0.18% | 73 |
|
2024
Q2 | $312K | Hold |
700
| – | – | 0.16% | 74 |
|
2024
Q1 | $291K | Hold |
700
| – | – | 0.16% | 72 |
|
2023
Q4 | $301K | Buy |
+700
| New | +$301K | 0.17% | 73 |
|