Foster Victor Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $336K | Hold |
22,000
| – | – | 0.02% | 164 |
|
2025
Q1 | $313K | Buy |
22,000
+2,000
| +10% | +$28.5K | 0.03% | 160 |
|
2024
Q4 | $348K | Hold |
20,000
| – | – | 0.03% | 147 |
|
2024
Q3 | $331K | Hold |
20,000
| – | – | 0.03% | 148 |
|
2024
Q2 | $332K | Hold |
20,000
| – | – | 0.03% | 148 |
|
2024
Q1 | $315K | Buy |
20,000
+1,000
| +5% | +$15.8K | 0.03% | 135 |
|
2023
Q4 | $295K | Buy |
19,000
+2,000
| +12% | +$31.1K | 0.03% | 136 |
|
2023
Q3 | $254K | Hold |
17,000
| – | – | 0.03% | 133 |
|
2023
Q2 | $231K | Buy |
17,000
+7,000
| +70% | +$95.2K | 0.03% | 143 |
|
2023
Q1 | $118K | Hold |
10,000
| – | – | 0.01% | 159 |
|
2022
Q4 | $124K | Buy |
+10,000
| New | +$124K | 0.02% | 154 |
|
2022
Q1 | – | Sell |
-10,342
| Closed | -$164K | – | 138 |
|
2021
Q4 | $164K | Buy |
+10,342
| New | +$164K | 0.02% | 138 |
|