Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $3.38M | Buy |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $3.5M | Buy |
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|
2019
Q4 | $5.07M | Buy |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $152K | Sell |
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|
2017
Q4 | $731K | Buy |
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|
2017
Q3 | $744K | Sell |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $3.75M | Sell |
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|
2016
Q4 | $3.8M | Buy |
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|
2016
Q3 | $2.31M | Sell |
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|
2016
Q2 | $2.42M | Buy |
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|
2016
Q1 | $130K | Sell |
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|
2015
Q4 | $152K | Buy |
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|
2015
Q3 | $124K | Sell |
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|
2015
Q2 | $159K | Buy |
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|
2015
Q1 | $42K | Buy |
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|
2014
Q4 | $46K | Sell |
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|
2014
Q3 | $43K | Sell |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $37K | Hold |
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|
2013
Q4 | $34K | Hold |
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|
2013
Q3 | $30K | Hold |
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|
2013
Q2 | $29K | Buy |
|