Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON TRUST WALDEN CORP | COMMON STOCK | 651 | $244,000 | 5,962 | 0.00 | 0.00 | -2,981 | -33.33 | 09-30-2022 |
DERBY & COMPANY INC | CL A LTD VT SH | 652 | $289,000 | 5,400 | 0.06 | 0.06 | 0 | 0.00 | 09-30-2021 |
BOSTON PRIVATE WEALTH LLC | COM | 653 | $309,000 | 5,107 | 0.01 | 0.01 | -6,276 | -55.13 | 12-31-2021 |