BTW
Boston Trust Walden’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
875
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $282K | Hold |
875
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $371K | Buy |
875
+254
| +41% | +$108K | ﹤0.01% | 336 |
|
|
2024
Q3 | $242K | Sell |
621
-98,815
| -99% | -$38.6M | ﹤0.01% | 361 |
|
|
2024
Q2 | $30.2M | Sell |
99,436
-13,723
| -12% | -$4.17M | 0.22% | 146 |
|
|
2024
Q1 | $36M | Sell |
113,159
-89,367
| -44% | -$28.4M | 0.26% | 136 |
|
|
2023
Q4 | $41.7M | Buy |
202,526
+1,834
| +0.9% | +$377K | 0.31% | 126 |
|
|
2023
Q3 | $34.2M | Buy |
200,692
+12,149
| +6% | +$2.07M | 0.29% | 126 |
|
|
2023
Q2 | $31M | Sell |
188,543
-50,465
| -21% | -$8.29M | 0.25% | 138 |
|
|
2023
Q1 | $34.9M | Buy |
239,008
+6,587
| +3% | +$961K | 0.3% | 126 |
|
|
2022
Q4 | $26.7M | Sell |
232,421
-1,594
| -0.7% | -$183K | 0.24% | 148 |
|
|
2022
Q3 | $22.8M | Buy |
234,015
+7,534
| +3% | +$733K | 0.23% | 156 |
|
|
2022
Q2 | $18.8M | Buy |
226,481
+1,284
| +0.6% | +$107K | 0.18% | 172 |
|
|
2022
Q1 | $20M | Buy |
225,197
+6,998
| +3% | +$623K | 0.17% | 171 |
|
|
2021
Q4 | $21.6M | Buy |
218,199
+1,185
| +0.5% | +$117K | 0.17% | 175 |
|
|
2021
Q3 | $15.5M | Buy |
217,014
+5,219
| +2% | +$372K | 0.14% | 187 |
|
|
2021
Q2 | $16.7M | Buy |
+211,795
| New | +$16.7M | 0.15% | 181 |
|