Aperio Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $563K | Buy |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $674K | Buy |
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|
2019
Q1 | $496K | Buy |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $598K | Sell |
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|
2018
Q2 | $942K | Buy |
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|
2018
Q1 | $852K | Sell |
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|
2017
Q4 | $901K | Buy |
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|
2017
Q3 | $911K | Buy |
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|
2017
Q2 | $782K | Buy |
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|
2017
Q1 | $646K | Buy |
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|
2016
Q4 | $630K | Buy |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q2 | $379K | Buy |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q4 | $179K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $175K | Buy |
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