BTW
Boston Trust Walden’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-280,886
| Closed | -$7.93M | – | 380 |
|
|
2019
Q3 | $7.93M | Buy |
280,886
+1,744
| +0.6% | +$49.2K | 0.1% | 213 |
|
|
2019
Q2 | $7.68M | Sell |
279,142
-4,216
| -1% | -$116K | 0.1% | 209 |
|
|
2019
Q1 | $7.13M | Buy |
283,358
+16,285
| +6% | +$410K | 0.1% | 210 |
|
|
2018
Q4 | $5.91M | Sell |
267,073
-23,838
| -8% | -$527K | 0.09% | 210 |
|
|
2018
Q3 | $9.43M | Sell |
290,911
-16,933
| -6% | -$549K | 0.13% | 193 |
|
|
2018
Q2 | $9.28M | Sell |
307,844
-7,419
| -2% | -$224K | 0.14% | 188 |
|
|
2018
Q1 | $10.5M | Sell |
315,263
-22,252
| -7% | -$741K | 0.16% | 179 |
|
|
2017
Q4 | $13.3M | Sell |
337,515
-10,945
| -3% | -$432K | 0.2% | 151 |
|
|
2017
Q3 | $11.4M | Sell |
348,460
-3,696
| -1% | -$120K | 0.18% | 166 |
|
|
2017
Q2 | $10.8M | Sell |
352,156
-188,120
| -35% | -$5.78M | 0.17% | 167 |
|
|
2017
Q1 | $14.9M | Sell |
540,276
-20,116
| -4% | -$555K | 0.23% | 142 |
|
|
2016
Q4 | $16.7M | Buy |
560,392
+79,848
| +17% | +$2.38M | 0.26% | 139 |
|
|
2016
Q3 | $13.1M | Sell |
480,544
-2,094
| -0.4% | -$57K | 0.22% | 158 |
|
|
2016
Q2 | $13.4M | Sell |
482,638
-7,638
| -2% | -$211K | 0.23% | 157 |
|
|
2016
Q1 | $15.1M | Buy |
490,276
+2,306
| +0.5% | +$71.1K | 0.26% | 143 |
|
|
2015
Q4 | $17.6M | Sell |
487,970
-151,913
| -24% | -$5.48M | 0.33% | 125 |
|
|
2015
Q3 | $22.5M | Sell |
639,883
-23,392
| -4% | -$824K | 0.38% | 105 |
|
|
2015
Q2 | $30.8M | Sell |
663,275
-12,924
| -2% | -$600K | 0.47% | 87 |
|
|
2015
Q1 | $30.7M | Buy |
676,199
+73,968
| +12% | +$3.36M | 0.46% | 92 |
|
|
2014
Q4 | $30.4M | Sell |
602,231
-30,453
| -5% | -$1.54M | 0.45% | 100 |
|
|
2014
Q3 | $32.9M | Buy |
632,684
+433,602
| +218% | +$22.6M | 0.51% | 77 |
|
|
2014
Q2 | $11.3M | Buy |
199,082
+39,631
| +25% | +$2.25M | 0.16% | 167 |
|
|
2014
Q1 | $10.2M | Buy |
159,451
+98,915
| +163% | +$6.36M | 0.15% | 177 |
|
|
2013
Q4 | $3.95M | Sell |
60,536
-175,726
| -74% | -$11.5M | 0.06% | 207 |
|
|
2013
Q3 | $12.4M | Buy |
236,262
+24,980
| +12% | +$1.31M | 0.19% | 171 |
|
|
2013
Q2 | $10.5M | Buy |
+211,282
| New | +$10.5M | 0.17% | 169 |
|