CAPTRUST Financial 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
2021 Q3	–	Sell	-2,661	Closed	-$39K	–	4932
2021 Q2	$39K	Buy	2,661 +65	+3%	+$953	﹤0.01%	2681
2021 Q1	$35K	Buy	2,596 +2,431	+1,473%	+$32.8K	﹤0.01%	2666
2020 Q4	$1K	Buy	+165	New	+$1K	﹤0.01%	3355