LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Boston Properties BXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-290
| Closed | -$33K | – | 779 |
|
2021
Q2 | $33K | Buy |
+290
| New | +$33K | ﹤0.01% | 502 |
|
2021
Q1 | – | Sell |
-290
| Closed | -$27K | – | 365 |
|
2020
Q4 | $27K | Hold |
290
| – | – | ﹤0.01% | 483 |
|
2020
Q3 | $23K | Hold |
290
| – | – | ﹤0.01% | 455 |
|
2020
Q2 | $26K | Hold |
290
| – | – | ﹤0.01% | 425 |
|
2020
Q1 | $27K | Hold |
290
| – | – | ﹤0.01% | 433 |
|
2019
Q4 | $40K | Hold |
290
| – | – | ﹤0.01% | 440 |
|
2019
Q3 | $38K | Hold |
290
| – | – | ﹤0.01% | 432 |
|
2019
Q2 | $37K | Buy |
290
+40
| +16% | +$5.1K | ﹤0.01% | 433 |
|
2019
Q1 | $33K | Hold |
250
| – | – | ﹤0.01% | 449 |
|
2018
Q4 | $28K | Hold |
250
| – | – | ﹤0.01% | 469 |
|
2018
Q3 | $31K | Hold |
250
| – | – | ﹤0.01% | 459 |
|
2018
Q2 | $31K | Sell |
250
-1,125
| -82% | -$140K | ﹤0.01% | 468 |
|
2018
Q1 | $169K | Sell |
1,375
-8
| -0.6% | -$983 | ﹤0.01% | 299 |
|
2017
Q4 | $180K | Hold |
1,383
| – | – | ﹤0.01% | 297 |
|
2017
Q3 | $170K | Buy |
1,383
+8
| +0.6% | +$983 | ﹤0.01% | 293 |
|
2017
Q2 | $166K | Hold |
1,375
| – | – | ﹤0.01% | 289 |
|
2017
Q1 | $182K | Hold |
1,375
| – | – | ﹤0.01% | 283 |
|
2016
Q4 | $173K | Hold |
1,375
| – | – | ﹤0.01% | 281 |
|
2016
Q3 | $187K | Hold |
1,375
| – | – | ﹤0.01% | 267 |
|
2016
Q2 | $181K | Hold |
1,375
| – | – | ﹤0.01% | 262 |
|
2016
Q1 | $175K | Buy |
1,375
+250
| +22% | +$31.8K | ﹤0.01% | 254 |
|
2015
Q4 | $143K | Hold |
1,125
| – | – | ﹤0.01% | 301 |
|
2015
Q3 | $136K | Hold |
1,125
| – | – | ﹤0.01% | 318 |
|
2015
Q2 | $136K | Hold |
1,125
| – | – | ﹤0.01% | 318 |
|
2015
Q1 | $158K | Hold |
1,125
| – | – | ﹤0.01% | 311 |
|
2014
Q4 | $145K | Hold |
1,125
| – | – | ﹤0.01% | 316 |
|
2014
Q3 | $130K | Hold |
1,125
| – | – | ﹤0.01% | 316 |
|
2014
Q2 | $133K | Hold |
1,125
| – | – | ﹤0.01% | 319 |
|
2014
Q1 | $129K | Hold |
1,125
| – | – | ﹤0.01% | 309 |
|
2013
Q4 | $113K | Hold |
1,125
| – | – | ﹤0.01% | 316 |
|
2013
Q3 | $120K | Hold |
1,125
| – | – | ﹤0.01% | 290 |
|
2013
Q2 | $119K | Buy |
+1,125
| New | +$119K | ﹤0.01% | 305 |
|