BCFD
Boit C.F. David’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
6,701
| – | – | 0.09% | 87 |
|
|
2025
Q1 | $190K | Hold |
6,701
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $153K | Hold |
6,701
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $149K | Hold |
6,701
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $128K | Hold |
6,701
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $113K | Hold |
6,701
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $115K | Sell |
6,701
-2,568
| -28% | -$44.2K | 0.07% | 100 |
|
|
2023
Q3 | $136K | Hold |
9,269
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $148K | Sell |
9,269
-3,757
| -29% | -$59.9K | 0.1% | 73 |
|
|
2023
Q1 | $257K | Hold |
13,026
| – | – | 0.18% | 68 |
|
|
2022
Q4 | $240K | Hold |
13,026
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $200K | Buy |
+13,026
| New | +$200K | 0.16% | 65 |
|
|
2022
Q1 | $806K | Sell |
34,122
-175
| -0.5% | -$4.13K | 0.53% | 40 |
|
|
2021
Q4 | $844K | Sell |
34,297
-4,000
| -10% | -$98.4K | 0.54% | 41 |
|
|
2021
Q3 | $1.04M | Hold |
38,297
| – | – | 0.71% | 36 |
|
|
2021
Q2 | $1.1M | Buy |
+38,297
| New | +$1.1M | 0.84% | 35 |
|