CIBC World Market’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,809
| Closed | -$229K | – | 1181 |
|
|
2018
Q3 | $229K | Buy |
16,809
+196
| +1% | +$2.67K | ﹤0.01% | 996 |
|
|
2018
Q2 | $264K | Buy |
16,613
+808
| +5% | +$12.8K | ﹤0.01% | 975 |
|
|
2018
Q1 | $238K | Buy |
+15,805
| New | +$238K | ﹤0.01% | 999 |
|
|
2017
Q3 | – | Sell |
-55,719
| Closed | -$855K | – | 1051 |
|
|
2017
Q2 | $855K | Sell |
55,719
-29,319
| -34% | -$450K | ﹤0.01% | 651 |
|
|
2017
Q1 | $1.4M | Buy |
+85,038
| New | +$1.4M | ﹤0.01% | 465 |
|
|
2016
Q4 | – | Sell |
-50,600
| Closed | -$649K | – | 1084 |
|
|
2016
Q3 | $649K | Buy |
50,600
+2,595
| +5% | +$33.3K | ﹤0.01% | 644 |
|
|
2016
Q2 | $565K | Buy |
+48,005
| New | +$565K | ﹤0.01% | 636 |
|