Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,060
| Closed | -$137K | – | 151 |
|
|
2018
Q3 | $137K | Buy |
10,060
+3
| +0% | +$41 | 0.01% | 142 |
|
|
2018
Q2 | $160K | Buy |
10,057
+1
| +0% | +$16 | 0.02% | 138 |
|
|
2018
Q1 | $151K | Buy |
10,056
+2
| +0% | +$30 | 0.01% | 145 |
|
|
2017
Q4 | $155K | Buy |
10,054
+2
| +0% | +$31 | 0.01% | 128 |
|
|
2017
Q3 | $166K | Buy |
10,052
+2
| +0% | +$33 | 0.02% | 121 |
|
|
2017
Q2 | $154K | Buy |
10,050
+2
| +0% | +$31 | 0.01% | 119 |
|
|
2017
Q1 | $165K | Buy |
10,048
+2
| +0% | +$33 | 0.02% | 116 |
|
|
2016
Q4 | $166K | Buy |
10,046
+1
| +0% | +$17 | 0.02% | 112 |
|
|
2016
Q3 | $129K | Buy |
10,045
+2
| +0% | +$26 | 0.01% | 110 |
|
|
2016
Q2 | $118K | Sell |
10,043
-311
| -3% | -$3.65K | 0.01% | 109 |
|
|
2016
Q1 | $119K | Sell |
10,354
-47
| -0.5% | -$540 | 0.01% | 113 |
|
|
2015
Q4 | $118K | Buy |
10,401
+2
| +0% | +$23 | 0.01% | 107 |
|
|
2015
Q3 | $122K | Buy |
10,399
+2
| +0% | +$23 | 0.02% | 108 |
|
|
2015
Q2 | $139K | Sell |
10,397
-8,626
| -45% | -$115K | 0.02% | 113 |
|
|
2015
Q1 | $231K | Sell |
19,023
-998
| -5% | -$12.1K | 0.03% | 102 |
|
|
2014
Q4 | $270K | Sell |
20,021
-15,392
| -43% | -$208K | 0.03% | 95 |
|
|
2014
Q3 | $439K | Sell |
35,413
-6,768
| -16% | -$83.9K | 0.06% | 75 |
|
|
2014
Q2 | $567K | Buy |
42,181
+3,917
| +10% | +$52.7K | 0.08% | 56 |
|
|
2014
Q1 | $518K | Sell |
38,264
-51,837
| -58% | -$702K | 0.07% | 62 |
|
|
2013
Q4 | $1.14M | Buy |
90,101
+295
| +0.3% | +$3.72K | 0.17% | 31 |
|
|
2013
Q3 | $996K | Sell |
89,806
-11,036
| -11% | -$122K | 0.16% | 31 |
|
|
2013
Q2 | $1.07M | Buy |
+100,842
| New | +$1.07M | 0.18% | 29 |
|