AE Wealth Management’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,301
| Closed | -$520K | – | 1265 |
|
|
2023
Q4 | $520K | Buy |
7,301
+2,645
| +57% | +$188K | ﹤0.01% | 1411 |
|
|
2023
Q3 | $277K | Buy |
+4,656
| New | +$277K | ﹤0.01% | 1645 |
|
|
2022
Q3 | – | Sell |
-2,248
| Closed | -$200K | – | 1758 |
|
|
2022
Q2 | $200K | Sell |
2,248
-906
| -29% | -$80.6K | ﹤0.01% | 1596 |
|
|
2022
Q1 | $406K | Sell |
3,154
-5,320
| -63% | -$685K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $976K | Buy |
+8,474
| New | +$976K | 0.01% | 929 |
|
|
2020
Q2 | – | Sell |
-2,823
| Closed | -$260K | – | 1253 |
|
|
2020
Q1 | $260K | Buy |
2,823
+851
| +43% | +$78.4K | 0.01% | 920 |
|
|
2019
Q4 | $272K | Buy |
1,972
+193
| +11% | +$26.6K | 0.01% | 940 |
|
|
2019
Q3 | $231K | Buy |
1,779
+17
| +1% | +$2.21K | 0.01% | 879 |
|
|
2019
Q2 | $227K | Buy |
+1,762
| New | +$227K | 0.01% | 857 |
|