West Oak Capital’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,940
| Closed | -$179K | – | 309 |
|
|
2020
Q1 | $179K | Buy |
1,940
+20
| +1% | +$1.85K | 0.12% | 109 |
|
|
2019
Q4 | $265K | Buy |
1,920
+5
| +0.3% | +$690 | 0.15% | 101 |
|
|
2019
Q3 | $248K | Hold |
1,915
| – | – | 0.15% | 97 |
|
|
2019
Q2 | $247K | Buy |
1,915
+160
| +9% | +$20.6K | 0.15% | 99 |
|
|
2019
Q1 | $235K | Hold |
1,755
| – | – | 0.15% | 101 |
|
|
2018
Q4 | $198K | Sell |
1,755
-125
| -7% | -$14.1K | 0.14% | 107 |
|
|
2018
Q3 | $231K | Hold |
1,880
| – | – | 0.13% | 108 |
|
|
2018
Q2 | $236K | Sell |
1,880
-110
| -6% | -$13.8K | 0.14% | 105 |
|
|
2018
Q1 | $245K | Hold |
1,990
| – | – | 0.15% | 106 |
|
|
2017
Q4 | $259K | Hold |
1,990
| – | – | 0.16% | 103 |
|
|
2017
Q3 | $245K | Buy |
1,990
+90
| +5% | +$11.1K | 0.15% | 112 |
|
|
2017
Q2 | $234K | Hold |
1,900
| – | – | 0.14% | 113 |
|
|
2017
Q1 | $252K | Hold |
1,900
| – | – | 0.15% | 105 |
|
|
2016
Q4 | $239K | Hold |
1,900
| – | – | 0.16% | 104 |
|
|
2016
Q3 | $259K | Buy |
1,900
+50
| +3% | +$6.82K | 0.18% | 102 |
|
|
2016
Q2 | $244K | Buy |
1,850
+30
| +2% | +$3.96K | 0.18% | 100 |
|
|
2016
Q1 | $231K | Buy |
1,820
+105
| +6% | +$13.3K | 0.18% | 99 |
|
|
2015
Q4 | $219K | Buy |
1,715
+105
| +7% | +$13.4K | 0.17% | 99 |
|
|
2015
Q3 | $191K | Hold |
1,610
| – | – | 0.15% | 103 |
|
|
2015
Q2 | $195K | Sell |
1,610
-175
| -10% | -$21.2K | 0.15% | 106 |
|
|
2015
Q1 | $251K | Sell |
1,785
-150
| -8% | -$21.1K | 0.18% | 95 |
|
|
2014
Q4 | $249K | Hold |
1,935
| – | – | 0.18% | 94 |
|
|
2014
Q3 | $224K | Sell |
1,935
-150
| -7% | -$17.4K | 0.17% | 96 |
|
|
2014
Q2 | $246K | Sell |
2,085
-125
| -6% | -$14.8K | 0.18% | 93 |
|
|
2014
Q1 | $253K | Sell |
2,210
-130
| -6% | -$14.9K | 0.19% | 89 |
|
|
2013
Q4 | $235K | Buy |
2,340
+40
| +2% | +$4.02K | 0.17% | 91 |
|
|
2013
Q3 | $246K | Buy |
2,300
+180
| +8% | +$19.2K | 0.19% | 86 |
|
|
2013
Q2 | $224K | Buy |
+2,120
| New | +$224K | 0.19% | 88 |
|