Boston Trust Walden’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-138,707
| Closed | -$6.68M | – | 366 |
|
|
2020
Q1 | $6.68M | Buy |
138,707
+38
| +0% | +$1.83K | 0.11% | 203 |
|
|
2019
Q4 | $14.1M | Buy |
138,669
+4,432
| +3% | +$451K | 0.16% | 177 |
|
|
2019
Q3 | $11.8M | Buy |
134,237
+12,459
| +10% | +$1.1M | 0.15% | 190 |
|
|
2019
Q2 | $11.1M | Buy |
121,778
+10,256
| +9% | +$936K | 0.14% | 188 |
|
|
2019
Q1 | $9.42M | Buy |
111,522
+9,006
| +9% | +$760K | 0.13% | 200 |
|
|
2018
Q4 | $7.86M | Buy |
102,516
+34,004
| +50% | +$2.61M | 0.13% | 194 |
|
|
2018
Q3 | $6.92M | Buy |
68,512
+791
| +1% | +$79.9K | 0.1% | 212 |
|
|
2018
Q2 | $8.27M | Buy |
67,721
+4,308
| +7% | +$526K | 0.12% | 198 |
|
|
2018
Q1 | $7.26M | Buy |
63,413
+149
| +0.2% | +$17.1K | 0.11% | 203 |
|
|
2017
Q4 | $7.84M | Buy |
63,264
+300
| +0.5% | +$37.2K | 0.12% | 202 |
|
|
2017
Q3 | $6.59M | Buy |
62,964
+494
| +0.8% | +$51.7K | 0.1% | 214 |
|
|
2017
Q2 | $5.76M | Buy |
62,470
+1,870
| +3% | +$172K | 0.09% | 214 |
|
|
2017
Q1 | $5.08M | Buy |
60,600
+6,760
| +13% | +$566K | 0.08% | 220 |
|
|
2016
Q4 | $4.44M | Sell |
53,840
-151
| -0.3% | -$12.4K | 0.07% | 224 |
|
|
2016
Q3 | $4.18M | Buy |
+53,991
| New | +$4.18M | 0.07% | 228 |
|