Aigen Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-32,306
| Closed | -$430K | – | 811 |
|
2021
Q1 | $430K | Buy |
32,306
+21,737
| +206% | +$289K | 0.06% | 323 |
|
2020
Q4 | $89K | Buy |
10,569
+220
| +2% | +$1.85K | 0.01% | 729 |
|
2020
Q3 | $57K | Buy |
+10,349
| New | +$57K | 0.01% | 764 |
|
2020
Q2 | – | Sell |
-3,205
| Closed | -$23K | – | 1435 |
|
2020
Q1 | $23K | Buy |
3,205
+1,343
| +72% | +$9.64K | ﹤0.01% | 1084 |
|
2019
Q4 | $22K | Buy |
+1,862
| New | +$22K | ﹤0.01% | 906 |
|