Institute for Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $186K | Hold |
|
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $255K | Buy |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $231K | Buy |
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