Valeo Financial Advisors’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,734
| Closed | -$223K | – | 508 |
|
|
2022
Q1 | $223K | Buy |
+1,734
| New | +$223K | 0.01% | 494 |
|
|
2021
Q2 | – | Sell |
-354
| Closed | -$36K | – | 638 |
|
|
2021
Q1 | $36K | Buy |
354
+4
| +1% | +$407 | ﹤0.01% | 939 |
|
|
2020
Q4 | $33K | Buy |
+350
| New | +$33K | ﹤0.01% | 890 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | -$5K | – | 1602 |
|
|
2020
Q2 | $5K | Buy |
54
+39
| +260% | +$3.61K | ﹤0.01% | 1428 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1575 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1552 |
|
|
2018
Q4 | – | Sell |
-15
| Closed | -$2K | – | 1498 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1427 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1319 |
|
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1309 |
|
|
2017
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1165 |
|