Ameritas Investment Partners’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
Q3 | – | Sell |
-6,450
| Closed | -$95K | – | 3116 |
|
|
2021
Q2 | $95K | Sell |
6,450
-621
| -9% | -$9.15K | ﹤0.01% | 1760 |
|
|
2021
Q1 | $94K | Hold |
7,071
| – | – | ﹤0.01% | 1718 |
|
|
2020
Q4 | $60K | Hold |
7,071
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q3 | $39K | Hold |
7,071
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q2 | $49K | Hold |
7,071
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q1 | $51K | Hold |
7,071
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q4 | $85K | Hold |
7,071
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q3 | $82K | Hold |
7,071
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q2 | $85K | Hold |
7,071
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q1 | $77K | Hold |
7,071
| – | – | ﹤0.01% | 1648 |
|
|
2018
Q4 | $75K | Hold |
7,071
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q3 | $97K | Hold |
7,071
| – | – | ﹤0.01% | 1597 |
|
|
2018
Q2 | $112K | Hold |
7,071
| – | – | 0.01% | 1474 |
|
|
2018
Q1 | $106K | Hold |
7,071
| – | – | 0.01% | 1454 |
|
|
2017
Q4 | $109K | Hold |
7,071
| – | – | 0.01% | 1461 |
|
|
2017
Q3 | $103K | Hold |
7,071
| – | – | ﹤0.01% | 1446 |
|
|
2017
Q2 | $109K | Hold |
7,071
| – | – | 0.01% | 1417 |
|
|
2017
Q1 | $116K | Buy |
+7,071
| New | +$116K | 0.01% | 1343 |
|