Boston Private Bank & Trust’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $66K | Hold |
414
| – | – | ﹤0.01% | 523 |
|
|
2014
Q4 | $58K | Hold |
414
| – | – | ﹤0.01% | 542 |
|
|
2014
Q3 | $50K | Hold |
414
| – | – | ﹤0.01% | 584 |
|
|
2014
Q2 | $50K | Hold |
414
| – | – | ﹤0.01% | 573 |
|
|
2014
Q1 | $45K | Hold |
414
| – | – | ﹤0.01% | 608 |
|
|
2013
Q4 | $45K | Buy |
+414
| New | +$45K | ﹤0.01% | 611 |
|
|
2013
Q3 | – | Sell |
-600
| Closed | -$61K | – | 989 |
|
|
2013
Q2 | $61K | Buy |
+600
| New | +$61K | ﹤0.01% | 518 |
|