BCFD
Boit C.F. David’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
2,000
| – | – | 0.14% | 78 |
|
|
2025
Q1 | $314K | Sell |
2,000
-340
| -15% | -$53.4K | 0.16% | 74 |
|
|
2024
Q4 | $410K | Hold |
2,340
| – | – | 0.17% | 69 |
|
|
2024
Q3 | $482K | Hold |
2,340
| – | – | 0.24% | 63 |
|
|
2024
Q2 | $415K | Buy |
2,340
+600
| +34% | +$106K | 0.22% | 66 |
|
|
2024
Q1 | $364K | Hold |
1,740
| – | – | 0.2% | 66 |
|
|
2023
Q4 | $338K | Buy |
1,740
+200
| +13% | +$38.9K | 0.19% | 69 |
|
|
2023
Q3 | $288K | Hold |
1,540
| – | – | 0.2% | 62 |
|
|
2023
Q2 | $280K | Hold |
1,540
| – | – | 0.19% | 66 |
|
|
2023
Q1 | $288K | Hold |
1,540
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $252K | Hold |
1,540
| – | – | 0.18% | 66 |
|
|
2022
Q3 | $195K | Buy |
+1,540
| New | +$195K | 0.16% | 66 |
|
|
2022
Q1 | $272K | Sell |
1,440
-500
| -26% | -$94.4K | 0.18% | 66 |
|
|
2021
Q4 | $272K | Buy |
1,940
+200
| +11% | +$28K | 0.17% | 68 |
|
|
2021
Q3 | $317K | Buy |
1,740
+500
| +40% | +$91.1K | 0.22% | 64 |
|
|
2021
Q2 | $240K | Buy |
+1,240
| New | +$240K | 0.18% | 61 |
|