AMG National Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,660
| Closed | -$214K | – | 281 |
|
|
2016
Q3 | $214K | Buy |
16,660
+382
| +2% | +$4.91K | 0.02% | 239 |
|
|
2016
Q2 | $192K | Sell |
16,278
-781
| -5% | -$9.21K | 0.02% | 238 |
|
|
2016
Q1 | $195K | Buy |
17,059
+1,376
| +9% | +$15.7K | 0.02% | 238 |
|
|
2015
Q4 | $178K | Hold |
15,683
| – | – | 0.02% | 249 |
|
|
2015
Q3 | $183K | Sell |
15,683
-50
| -0.3% | -$583 | 0.02% | 247 |
|
|
2015
Q2 | $211K | Sell |
15,733
-139
| -0.9% | -$1.86K | 0.02% | 237 |
|
|
2015
Q1 | $193K | Buy |
15,872
+1,245
| +9% | +$15.1K | 0.02% | 233 |
|
|
2014
Q4 | $197K | Sell |
14,627
-1,063
| -7% | -$14.3K | 0.02% | 242 |
|
|
2014
Q3 | $194K | Sell |
15,690
-3,073
| -16% | -$38K | 0.02% | 230 |
|
|
2014
Q2 | $252K | Sell |
18,763
-293
| -2% | -$3.94K | 0.03% | 217 |
|
|
2014
Q1 | $258K | Sell |
19,056
-341
| -2% | -$4.62K | 0.03% | 217 |
|
|
2013
Q4 | $245K | Buy |
19,397
+427
| +2% | +$5.39K | 0.03% | 216 |
|
|
2013
Q3 | $210K | Hold |
18,970
| – | – | 0.03% | 208 |
|
|
2013
Q2 | $202K | Buy |
+18,970
| New | +$202K | 0.03% | 201 |
|