Boston Trust Walden’s Comerica CMA Stock Holding History

Boston Trust Walden’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,300	Closed	-$204K	–	378
2024 Q4	$204K	Buy	+3,300	New	+$204K	﹤0.01%	374
2024 Q1	–	Sell	-4,550	Closed	-$254K	–	374
2023 Q4	$254K	Buy	+4,550	New	+$254K	﹤0.01%	350
2023 Q3	–	Sell	-4,737	Closed	-$201K	–	364
2023 Q2	$201K	Sell	4,737 -1,000	-17%	-$42.4K	﹤0.01%	366
2023 Q1	$249K	Sell	5,737 -21,325	-79%	-$926K	﹤0.01%	347
2022 Q4	$1.81M	Sell	27,062 -83	-0.3%	-$5.55K	0.02%	256
2022 Q3	$1.93M	Hold	27,145	–	–	0.02%	252
2022 Q2	$1.99M	Sell	27,145 -50	-0.2%	-$3.67K	0.02%	255
2022 Q1	$2.46M	Sell	27,195 -8,000	-23%	-$724K	0.02%	253
2021 Q4	$3.06M	Hold	35,195	–	–	0.02%	252
2021 Q3	$2.83M	Hold	35,195	–	–	0.03%	248
2021 Q2	$2.51M	Hold	35,195	–	–	0.02%	254
2021 Q1	$2.53M	Sell	35,195 -7,000	-17%	-$502K	0.02%	250
2020 Q4	$2.36M	Hold	42,195	–	–	0.03%	256
2020 Q3	$1.61M	Sell	42,195 -850	-2%	-$32.5K	0.02%	270
2020 Q2	$1.64M	Sell	43,045 -312,350	-88%	-$11.9M	0.02%	270
2020 Q1	$10.4M	Buy	355,395 +36,928	+12%	+$1.08M	0.17%	171
2019 Q4	$22.9M	Buy	318,467 +129,498	+69%	+$9.29M	0.27%	116
2019 Q3	$12.5M	Sell	188,969 -1,850	-1%	-$122K	0.16%	185
2019 Q2	$13.9M	Sell	190,819 -1,192	-0.6%	-$86.6K	0.18%	168
2019 Q1	$14.1M	Sell	192,011 -1,438	-0.7%	-$105K	0.19%	152
2018 Q4	$13.3M	Sell	193,449 -50	-0%	-$3.43K	0.21%	136
2018 Q3	$17.5M	Sell	193,499 -2,275	-1%	-$205K	0.24%	126
2018 Q2	$17.8M	Sell	195,774 -75	-0%	-$6.82K	0.26%	120
2018 Q1	$18.8M	Sell	195,849 -250	-0.1%	-$24K	0.29%	115
2017 Q4	$17M	Sell	196,099 -220	-0.1%	-$19.1K	0.25%	123
2017 Q3	$15M	Sell	196,319 -930	-0.5%	-$70.9K	0.23%	130
2017 Q2	$14.4M	Sell	197,249 -50	-0%	-$3.66K	0.23%	131
2017 Q1	$13.5M	Sell	197,299 -3,000	-1%	-$206K	0.21%	151
2016 Q4	$13.6M	Sell	200,299 -2,150	-1%	-$146K	0.22%	160
2016 Q3	$9.58M	Sell	202,449 -1,602	-0.8%	-$75.8K	0.16%	176
2016 Q2	$8.39M	Sell	204,051 -93,150	-31%	-$3.83M	0.14%	185
2016 Q1	$11.3M	Sell	297,201 -161,521	-35%	-$6.12M	0.2%	168
2015 Q4	$19.2M	Sell	458,722 -211,465	-32%	-$8.85M	0.36%	110
2015 Q3	$27.5M	Sell	670,187 -22,285	-3%	-$916K	0.46%	72
2015 Q2	$35.5M	Sell	692,472 -3,680	-0.5%	-$189K	0.54%	66
2015 Q1	$31.4M	Sell	696,152 -44,754	-6%	-$2.02M	0.47%	89
2014 Q4	$34.7M	Sell	740,906 -675	-0.1%	-$31.6K	0.52%	79
2014 Q3	$37M	Sell	741,581 -3,590	-0.5%	-$179K	0.57%	59
2014 Q2	$37.4M	Buy	745,171 +19,770	+3%	+$992K	0.54%	73
2014 Q1	$37.6M	Buy	725,401 +9,230	+1%	+$478K	0.56%	72
2013 Q4	$34M	Sell	716,171 -9,705	-1%	-$461K	0.5%	87
2013 Q3	$28.5M	Sell	725,876 -68,355	-9%	-$2.69M	0.44%	108
2013 Q2	$31.6M	Buy	+794,231	New	+$31.6M	0.51%	87