BTWM
Baker Tilly Wealth Management’s Boston Properties BXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,241
| Closed | -$393K | – | 542 |
|
|
2022
Q3 | $393K | Buy |
5,241
+459
| +10% | +$34.4K | 0.05% | 355 |
|
|
2022
Q2 | $426K | Buy |
4,782
+378
| +9% | +$33.7K | 0.06% | 346 |
|
|
2022
Q1 | $567K | Buy |
4,404
+726
| +20% | +$93.5K | 0.06% | 313 |
|
|
2021
Q4 | $424K | Buy |
3,678
+621
| +20% | +$71.6K | 0.05% | 383 |
|
|
2021
Q3 | $331K | Buy |
3,057
+664
| +28% | +$71.9K | 0.04% | 398 |
|
|
2021
Q2 | $274K | Buy |
+2,393
| New | +$274K | 0.04% | 417 |
|