Berman Capital Advisors’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
Q2 | – | Sell |
-80
| Closed | – | – | 1933 |
|
|
2020
Q1 | $0 | Sell |
80
-591
| -88% | – | ﹤0.01% | 1769 |
|
|
2019
Q4 | $8K | Hold |
671
| – | – | ﹤0.01% | 852 |
|
|
2019
Q3 | $7K | Hold |
671
| – | – | ﹤0.01% | 868 |
|
|
2019
Q2 | $8K | Buy |
+671
| New | +$8K | ﹤0.01% | 841 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1539 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1315 |
|