Aperio Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.56M | Buy |
185,096
+45,870
| +33% | +$388K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $769K | Buy |
139,226
+77,059
| +124% | +$426K | ﹤0.01% | 1578 |
|
|
2020
Q2 | $427K | Buy |
62,167
+16,876
| +37% | +$116K | ﹤0.01% | 1846 |
|
|
2020
Q1 | $324K | Sell |
45,291
-1,477
| -3% | -$10.6K | ﹤0.01% | 1859 |
|
|
2019
Q4 | $563K | Buy |
46,768
+1,084
| +2% | +$13K | ﹤0.01% | 1735 |
|
|
2019
Q3 | $532K | Sell |
45,684
-10,150
| -18% | -$118K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $674K | Buy |
55,834
+10,586
| +23% | +$128K | ﹤0.01% | 1621 |
|
|
2019
Q1 | $496K | Buy |
45,248
+438
| +1% | +$4.8K | ﹤0.01% | 1756 |
|
|
2018
Q4 | $474K | Buy |
44,810
+1,016
| +2% | +$10.7K | ﹤0.01% | 1714 |
|
|
2018
Q3 | $598K | Sell |
43,794
-15,468
| -26% | -$211K | ﹤0.01% | 1677 |
|
|
2018
Q2 | $942K | Buy |
59,262
+2,654
| +5% | +$42.2K | ﹤0.01% | 1428 |
|
|
2018
Q1 | $852K | Sell |
56,608
-1,736
| -3% | -$26.1K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $901K | Buy |
58,344
+3,253
| +6% | +$50.2K | ﹤0.01% | 1361 |
|
|
2017
Q3 | $911K | Buy |
55,091
+4,153
| +8% | +$68.7K | 0.01% | 1330 |
|
|
2017
Q2 | $782K | Buy |
50,938
+11,572
| +29% | +$178K | ﹤0.01% | 1372 |
|
|
2017
Q1 | $646K | Buy |
39,366
+1,290
| +3% | +$21.2K | ﹤0.01% | 1406 |
|
|
2016
Q4 | $630K | Buy |
38,076
+2,685
| +8% | +$44.4K | ﹤0.01% | 1373 |
|
|
2016
Q3 | $454K | Buy |
35,391
+3,211
| +10% | +$41.2K | ﹤0.01% | 1500 |
|
|
2016
Q2 | $379K | Buy |
32,180
+188
| +0.6% | +$2.21K | ﹤0.01% | 1541 |
|
|
2016
Q1 | $366K | Buy |
31,992
+16,219
| +103% | +$186K | ﹤0.01% | 1536 |
|
|
2015
Q4 | $179K | Buy |
+15,773
| New | +$179K | ﹤0.01% | 1847 |
|
|
2015
Q1 | – | Sell |
-12,970
| Closed | -$175K | – | 2011 |
|
|
2014
Q4 | $175K | Buy |
+12,970
| New | +$175K | ﹤0.01% | 1772 |
|