Cobiz Wealth’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $930K | Buy |
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|
2017
Q4 | $877K | Buy |
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|
2017
Q3 | $640K | Buy |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $437K | Hold |
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|
2016
Q4 | $427K | Hold |
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|
2016
Q3 | $446K | Hold |
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|
2016
Q2 | $442K | Hold |
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|
2016
Q1 | $433K | Hold |
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|
2015
Q4 | $444K | Hold |
|
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|
2015
Q3 | $432K | Hold |
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|
2015
Q2 | $436K | Hold |
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|
2015
Q1 | $440K | Hold |
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|
2014
Q4 | $425K | Hold |
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|
2014
Q3 | $423K | Sell |
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|
2014
Q2 | $436K | Hold |
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|
2014
Q1 | $408K | Hold |
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|
2013
Q4 | $374K | Hold |
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|
2013
Q3 | $417K | Buy |
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