Choate Investment Advisors’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,845
| Closed | -$213K | – | 242 |
|
|
2019
Q1 | $213K | Buy |
+3,845
| New | +$213K | 0.01% | 227 |
|
|
2017
Q1 | – | Sell |
-5,220
| Closed | -$250K | – | 258 |
|
|
2016
Q4 | $250K | Sell |
5,220
-1,475
| -22% | -$70.5K | 0.02% | 215 |
|
|
2016
Q3 | $342K | Hold |
6,695
| – | – | 0.02% | 185 |
|
|
2016
Q2 | $345K | Hold |
6,695
| – | – | 0.02% | 179 |
|
|
2016
Q1 | $347K | Sell |
6,695
-2,410
| -26% | -$125K | 0.02% | 184 |
|
|
2015
Q4 | $412K | Hold |
9,105
| – | – | 0.03% | 189 |
|
|
2015
Q3 | $360K | Hold |
9,105
| – | – | 0.02% | 183 |
|
|
2015
Q2 | $410K | Hold |
9,105
| – | – | 0.02% | 177 |
|
|
2015
Q1 | $422K | Hold |
9,105
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $412K | Hold |
9,105
| – | – | 0.02% | 192 |
|
|
2014
Q3 | $346K | Hold |
9,105
| – | – | 0.02% | 201 |
|
|
2014
Q2 | $370K | Hold |
9,105
| – | – | 0.02% | 205 |
|
|
2014
Q1 | $357K | Sell |
9,105
-510
| -5% | -$20K | 0.02% | 210 |
|
|
2013
Q4 | $394K | Hold |
9,615
| – | – | 0.03% | 199 |
|
|
2013
Q3 | $375K | Hold |
9,615
| – | – | 0.03% | 196 |
|
|
2013
Q2 | $376K | Buy |
+9,615
| New | +$376K | 0.03% | 187 |
|