Plante Moran Financial Advisors’s Bancroft Fund BCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9
| Closed | – | – | 923 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 953 |
|
|
2021
Q1 | $0 | Sell |
9
-117
| -93% | – | ﹤0.01% | 1000 |
|
|
2020
Q4 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 711 |
|
|
2019
Q1 | – | Sell |
-90
| Closed | -$2K | – | 777 |
|
|
2018
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 688 |
|