Chicago Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-65,593
| Closed | -$789K | – | 932 |
|
|
2019
Q4 | $789K | Sell |
65,593
-48,927
| -43% | -$589K | 0.05% | 523 |
|
|
2019
Q3 | $1.34M | Sell |
114,520
-14,390
| -11% | -$168K | 0.06% | 415 |
|
|
2019
Q2 | $1.56M | Buy |
+128,910
| New | +$1.56M | 0.07% | 401 |
|
|
2014
Q4 | – | Sell |
-32,940
| Closed | -$408K | – | 472 |
|
|
2014
Q3 | $408K | Buy |
+32,940
| New | +$408K | 0.01% | 347 |
|