Boston Private Bank & Trust’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $504K | Hold |
13,375
| – | – | 0.02% | 298 |
|
|
2014
Q4 | $517K | Sell |
13,375
-1,400
| -9% | -$54.1K | 0.02% | 299 |
|
|
2014
Q3 | $600K | Hold |
14,775
| – | – | 0.03% | 280 |
|
|
2014
Q2 | $625K | Buy |
14,775
+1,000
| +7% | +$42.3K | 0.03% | 268 |
|
|
2014
Q1 | $584K | Hold |
13,775
| – | – | 0.03% | 270 |
|
|
2013
Q4 | $599K | Buy |
13,775
+900
| +7% | +$39.1K | 0.03% | 266 |
|
|
2013
Q3 | $491K | Sell |
12,875
-500
| -4% | -$19.1K | 0.03% | 281 |
|
|
2013
Q2 | $477K | Buy |
+13,375
| New | +$477K | 0.03% | 279 |
|