Congress Wealth Management’s Boston Properties BXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,000
Closed -$892K 612
2023
Q3
$892K Sell
15,000
-32
-0.2% -$1.9K 0.02% 390
2023
Q2
$866K Buy
+15,032
New +$866K 0.02% 353