Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $12.8M | Buy |
|
|||||
|
2021
Q1 | $11.5M | Sell |
|
|||||
|
2020
Q4 | $12.9M | Buy |
|
|||||
|
2020
Q3 | $8.15M | Buy |
|
|||||
|
2020
Q2 | $9.41M | Buy |
|
|||||
|
2020
Q1 | $8.39M | Buy |
|
|||||
|
2019
Q4 | $13.3M | Buy |
|
|||||
|
2019
Q3 | $11.6M | Buy |
|
|||||
|
2019
Q2 | $10.9M | Buy |
|
|||||
|
2019
Q1 | $8.74M | Buy |
|
|||||
|
2018
Q4 | $7.57M | Buy |
|
|||||
|
2018
Q3 | $9.56M | Buy |
|
|||||
|
2018
Q2 | $10.6M | Buy |
|
|||||
|
2018
Q1 | $9.81M | Buy |
|
|||||
|
2017
Q4 | $9.02M | Buy |
|
|||||
|
2017
Q3 | $8.96M | Buy |
|
|||||
|
2017
Q2 | $7.34M | Sell |
|
|||||
|
2017
Q1 | $8.04M | Buy |
|
|||||
|
2016
Q4 | $7.62M | Buy |
|
|||||
|
2016
Q3 | $5.48M | Buy |
|
|||||
|
2016
Q2 | $4.45M | Buy |
|
|||||
|
2016
Q1 | $4.13M | Buy |
|
|||||
|
2015
Q4 | $3.11M | Buy |
|
|||||
|
2015
Q3 | $2.99M | Buy |
|
|||||
|
2015
Q2 | $3.33M | Buy |
|
|||||
|
2015
Q1 | $2.92M | Buy |
|
|||||
|
2014
Q4 | $3.08M | Buy |
|
|||||
|
2014
Q3 | $2.73M | Buy |
|
|||||
|
2014
Q2 | $2.9M | Sell |
|
|||||
|
2014
Q1 | $2.93M | Buy |
|
|||||
|
2013
Q4 | $2.56M | Buy |
|
|||||
|
2013
Q3 | $2.21M | Buy |
|
|||||
|
2013
Q2 | $2.08M | Buy |
|