Capital Fund Management (CFM)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20,400
| Closed | -$224K | – | 1161 |
|
|
2019
Q1 | $224K | Buy |
20,400
+300
| +1% | +$3.29K | ﹤0.01% | 720 |
|
|
2018
Q4 | $212K | Buy |
+20,100
| New | +$212K | ﹤0.01% | 752 |
|
|
2015
Q3 | – | Sell |
-25,324
| Closed | -$340K | – | 986 |
|
|
2015
Q2 | $340K | Sell |
25,324
-15,776
| -38% | -$212K | ﹤0.01% | 538 |
|
|
2015
Q1 | $499K | Buy |
+41,100
| New | +$499K | 0.01% | 473 |
|