CIBC Asset Management’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
Q1 | – | Sell |
-10,472
| Closed | -$88K | – | 1380 |
|
|
2020
Q4 | $88K | Sell |
10,472
-640
| -6% | -$5.38K | ﹤0.01% | 1212 |
|
|
2020
Q3 | $61K | Buy |
11,112
+73
| +0.7% | +$401 | ﹤0.01% | 1093 |
|
|
2020
Q2 | $76K | Hold |
11,039
| – | – | ﹤0.01% | 1053 |
|
|
2020
Q1 | $79K | Hold |
11,039
| – | – | ﹤0.01% | 955 |
|
|
2019
Q4 | $133K | Sell |
11,039
-269
| -2% | -$3.24K | ﹤0.01% | 1130 |
|
|
2019
Q3 | $132K | Hold |
11,308
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q2 | $136K | Hold |
11,308
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q1 | $124K | Hold |
11,308
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q4 | $120K | Hold |
11,308
| – | – | ﹤0.01% | 996 |
|
|
2018
Q3 | $154K | Hold |
11,308
| – | – | ﹤0.01% | 1089 |
|
|
2018
Q2 | $180K | Buy |
11,308
+367
| +3% | +$5.84K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $165K | Hold |
10,941
| – | – | ﹤0.01% | 1005 |
|
|
2017
Q4 | $169K | Buy |
+10,941
| New | +$169K | ﹤0.01% | 1016 |
|