CIA
B
Choate Investment Advisors’s Barnes Group Inc. B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-103,053
| Closed | -$4.87M | – | 422 |
|
|
2024
Q4 | $4.87M | Sell |
103,053
-103,197
| -50% | -$4.88M | 0.12% | 86 |
|
|
2024
Q3 | $8.33M | Hold |
206,250
| – | – | 0.21% | 63 |
|
|
2024
Q2 | $8.54M | Hold |
206,250
| – | – | 0.22% | 62 |
|
|
2024
Q1 | $7.66M | Hold |
206,250
| – | – | 0.21% | 67 |
|
|
2023
Q4 | $6.73M | Sell |
206,250
-48,557
| -19% | -$1.58M | 0.21% | 58 |
|
|
2023
Q3 | $8.66M | Hold |
254,807
| – | – | 0.34% | 34 |
|
|
2023
Q2 | $10.8M | Sell |
254,807
-2,380
| -0.9% | -$100K | 0.45% | 22 |
|
|
2023
Q1 | $10.4M | Hold |
257,187
| – | – | 0.5% | 21 |
|
|
2022
Q4 | $10.5M | Buy |
+257,187
| New | +$10.5M | 0.63% | 17 |
|