Abundance Wealth Counselors’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,772
| Closed | -$377K | – | 78 |
|
2024
Q1 | $377K | Buy |
5,772
+1,379
| +31% | +$90.1K | 0.09% | 113 |
|
2023
Q4 | $308K | Sell |
4,393
-479
| -10% | -$33.6K | 0.08% | 117 |
|
2023
Q3 | $290K | Buy |
+4,872
| New | +$290K | 0.08% | 110 |
|
2023
Q2 | – | Sell |
-4,502
| Closed | -$244K | – | 78 |
|
2023
Q1 | $244K | Buy |
4,502
+1,498
| +50% | +$81.2K | 0.06% | 132 |
|
2022
Q4 | $203K | Sell |
3,004
-60
| -2% | -$4.06K | 0.06% | 140 |
|
2022
Q3 | $230K | Buy |
3,064
+318
| +12% | +$23.9K | 0.07% | 124 |
|
2022
Q2 | $244K | Buy |
2,746
+420
| +18% | +$37.3K | 0.07% | 126 |
|
2022
Q1 | $300K | Buy |
+2,326
| New | +$300K | 0.08% | 115 |
|