EWM
Evercore Wealth Management’s Boston Properties BXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,295
| Closed | -$204K | – | 379 |
|
2022
Q2 | $204K | Hold |
2,295
| – | – | ﹤0.01% | 378 |
|
2022
Q1 | $296K | Sell |
2,295
-763
| -25% | -$98.4K | 0.01% | 355 |
|
2021
Q4 | $352K | Hold |
3,058
| – | – | 0.01% | 329 |
|
2021
Q3 | $331K | Hold |
3,058
| – | – | 0.01% | 342 |
|
2021
Q2 | $350K | Sell |
3,058
-9
| -0.3% | -$1.03K | 0.01% | 339 |
|
2021
Q1 | $311K | Hold |
3,067
| – | – | 0.01% | 357 |
|
2020
Q4 | $290K | Sell |
3,067
-11
| -0.4% | -$1.04K | 0.01% | 361 |
|
2020
Q3 | $247K | Buy |
3,078
+6
| +0.2% | +$481 | 0.01% | 334 |
|
2020
Q2 | $278K | Buy |
3,072
+14
| +0.5% | +$1.27K | 0.01% | 315 |
|
2020
Q1 | $282K | Hold |
3,058
| – | – | 0.01% | 306 |
|
2019
Q4 | $422K | Hold |
3,058
| – | – | 0.01% | 302 |
|
2019
Q3 | $397K | Hold |
3,058
| – | – | 0.01% | 296 |
|
2019
Q2 | $394K | Hold |
3,058
| – | – | 0.01% | 306 |
|
2019
Q1 | $409K | Hold |
3,058
| – | – | 0.01% | 291 |
|
2018
Q4 | $344K | Sell |
3,058
-22
| -0.7% | -$2.48K | 0.01% | 288 |
|
2018
Q3 | $379K | Buy |
3,080
+22
| +0.7% | +$2.71K | 0.01% | 308 |
|
2018
Q2 | $384K | Hold |
3,058
| – | – | 0.01% | 296 |
|
2018
Q1 | $377K | Hold |
3,058
| – | – | 0.01% | 275 |
|
2017
Q4 | $398K | Hold |
3,058
| – | – | 0.01% | 278 |
|
2017
Q3 | $376K | Hold |
3,058
| – | – | 0.01% | 284 |
|
2017
Q2 | $376K | Hold |
3,058
| – | – | 0.01% | 288 |
|
2017
Q1 | $405K | Sell |
3,058
-12
| -0.4% | -$1.59K | 0.02% | 281 |
|
2016
Q4 | $387K | Buy |
3,070
+12
| +0.4% | +$1.51K | 0.02% | 274 |
|
2016
Q3 | $417K | Hold |
3,058
| – | – | 0.02% | 267 |
|
2016
Q2 | $403K | Hold |
3,058
| – | – | 0.02% | 265 |
|
2016
Q1 | $389K | Hold |
3,058
| – | – | 0.02% | 271 |
|
2015
Q4 | $390K | Hold |
3,058
| – | – | 0.02% | 280 |
|
2015
Q3 | $362K | Sell |
3,058
-82
| -3% | -$9.71K | 0.02% | 302 |
|
2015
Q2 | $380K | Buy |
3,140
+82
| +3% | +$9.92K | 0.02% | 314 |
|
2015
Q1 | $429K | Hold |
3,058
| – | – | 0.02% | 298 |
|
2014
Q4 | $393K | Sell |
3,058
-550
| -15% | -$70.7K | 0.02% | 276 |
|
2014
Q3 | $418K | Hold |
3,608
| – | – | 0.02% | 290 |
|
2014
Q2 | $426K | Hold |
3,608
| – | – | 0.02% | 289 |
|
2014
Q1 | $413K | Hold |
3,608
| – | – | 0.02% | 282 |
|
2013
Q4 | $362K | Sell |
3,608
-50
| -1% | -$5.02K | 0.02% | 301 |
|
2013
Q3 | $390K | Buy |
3,658
+50
| +1% | +$5.33K | 0.02% | 311 |
|
2013
Q2 | $380K | Buy |
+3,608
| New | +$380K | 0.02% | 318 |
|