YorkBridge Wealth Partners’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,479
| Closed | -$336K | – | 261 |
|
2022
Q3 | $336K | Buy |
4,479
+929
| +26% | +$69.7K | 0.09% | 171 |
|
2022
Q2 | $316K | Buy |
3,550
+316
| +10% | +$28.1K | 0.08% | 180 |
|
2022
Q1 | $417K | Sell |
3,234
-42
| -1% | -$5.42K | 0.09% | 168 |
|
2021
Q4 | $377K | Buy |
3,276
+19
| +0.6% | +$2.19K | 0.08% | 204 |
|
2021
Q3 | $353K | Buy |
3,257
+128
| +4% | +$13.9K | 0.09% | 196 |
|
2021
Q2 | $359K | Sell |
3,129
-523
| -14% | -$60K | 0.09% | 175 |
|
2021
Q1 | $370K | Buy |
3,652
+1,471
| +67% | +$149K | 0.11% | 153 |
|
2020
Q4 | $206K | Buy |
+2,181
| New | +$206K | 0.07% | 210 |
|