WJWM
Williams Jones Wealth Management’s Boston Properties BXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,325
| Closed | -$210K | – | 443 |
|
|
2020
Q2 | $210K | Sell |
2,325
-775
| -25% | -$70K | ﹤0.01% | 371 |
|
|
2020
Q1 | $286K | Hold |
3,100
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $427K | Hold |
3,100
| – | – | 0.01% | 302 |
|
|
2019
Q3 | $402K | Buy |
+3,100
| New | +$402K | 0.01% | 297 |
|