Barrow, Hanley, Mewhinney & Strauss’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 |
-8,469
| Closed | -$72K | – | 365 |
|
|
2020
Q4 | $72K | Sell |
8,469
-10,634
| -56% | -$90.4K | ﹤0.01% | 242 |
|
|
2020
Q3 | $105K | Sell |
19,103
-9,120
| -32% | -$50.1K | ﹤0.01% | 264 |
|
|
2020
Q2 | $194K | Sell |
28,223
-154,174
| -85% | -$1.06M | ﹤0.01% | 292 |
|
|
2020
Q1 | $1.3M | Sell |
182,397
-140,441
| -44% | -$1M | 0.01% | 145 |
|
|
2019
Q4 | $3.88M | Buy |
322,838
+146,600
| +83% | +$1.76M | 0.01% | 167 |
|
|
2019
Q3 | $2.05M | Buy |
176,238
+59,753
| +51% | +$696K | ﹤0.01% | 211 |
|
|
2019
Q2 | $1.41M | Sell |
116,485
-4,448
| -4% | -$53.7K | ﹤0.01% | 243 |
|
|
2019
Q1 | $1.33M | Buy |
+120,933
| New | +$1.33M | ﹤0.01% | 256 |
|
|
2015
Q3 | – | Sell |
-86,383
| Closed | -$1.16M | – | 337 |
|
|
2015
Q2 | $1.16M | Buy |
86,383
+4,439
| +5% | +$59.5K | ﹤0.01% | 287 |
|
|
2015
Q1 | $996K | Buy |
+81,944
| New | +$996K | ﹤0.01% | 308 |
|