XWM
Xcel Wealth Management’s Boston Properties BXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
15,100
-600
| -4% | -$40.5K | 0.29% | 65 |
|
|
2025
Q1 | $1.05M | Sell |
15,700
-100
| -0.6% | -$6.72K | 0.33% | 61 |
|
|
2024
Q4 | $1.17M | Hold |
15,800
| – | – | 0.33% | 56 |
|
|
2024
Q3 | $1.27M | Buy |
15,800
+100
| +0.6% | +$8.05K | 0.37% | 54 |
|
|
2024
Q2 | $966K | Buy |
15,700
+750
| +5% | +$46.2K | 0.3% | 59 |
|
|
2024
Q1 | $976K | Buy |
14,950
+50
| +0.3% | +$3.27K | 0.31% | 57 |
|
|
2023
Q4 | $1.05M | Sell |
14,900
-900
| -6% | -$63.2K | 0.37% | 52 |
|
|
2023
Q3 | $940K | Buy |
15,800
+1,600
| +11% | +$95.2K | 0.37% | 52 |
|
|
2023
Q2 | $818K | Buy |
+14,200
| New | +$818K | 0.26% | 69 |
|