Capstone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $270K | Sell |
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|
2017
Q1 | $304K | Sell |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $318K | Sell |
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|
2016
Q2 | $299K | Hold |
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|
2016
Q1 | $291K | Sell |
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|
2015
Q4 | $309K | Sell |
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|
2015
Q3 | $373K | Hold |
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|
2015
Q2 | $427K | Sell |
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|
2015
Q1 | $527K | Buy |
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|
2014
Q4 | $578K | Sell |
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|
2014
Q3 | $608K | Buy |
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|
2014
Q2 | $637K | Buy |
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|
2014
Q1 | $611K | Buy |
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|
2013
Q4 | $568K | Sell |
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|
2013
Q3 | $537K | Buy |
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|
2013
Q2 | $503K | Buy |
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