Bailard’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
Q1 | – | Sell |
-21,100
| Closed | -$178K | – | 755 |
|
|
2020
Q4 | $178K | Buy |
21,100
+2,200
| +12% | +$18.6K | 0.01% | 601 |
|
|
2020
Q3 | $104K | Sell |
18,900
-300
| -2% | -$1.65K | 0.01% | 531 |
|
|
2020
Q2 | $132K | Sell |
19,200
-6,700
| -26% | -$46.1K | 0.01% | 477 |
|
|
2020
Q1 | $185K | Sell |
25,900
-15,100
| -37% | -$108K | 0.01% | 411 |
|
|
2019
Q4 | $493K | Buy |
41,000
+6,100
| +17% | +$73.3K | 0.03% | 286 |
|
|
2019
Q3 | $407K | Buy |
34,900
+3,000
| +9% | +$35K | 0.02% | 316 |
|
|
2019
Q2 | $385K | Buy |
31,900
+14,900
| +88% | +$180K | 0.02% | 353 |
|
|
2019
Q1 | $186K | Buy |
+17,000
| New | +$186K | 0.01% | 501 |
|