Envestnet Asset Management’s Bancroft Fund BCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2025
Q1
$272K Sell
2024
Q4
$283K Sell
2024
Q3
$270K Buy
2021
Q1
Sell
2020
Q4
$494K Sell
2020
Q3
$413K Sell
2020
Q2
$534K Sell
2020
Q1
$487K Sell
2019
Q4
$654K Buy