Cobiz Wealth’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-36,500
| Closed | -$930K | – | 135 |
|
|
2018
Q1 | $930K | Buy |
36,500
+2,300
| +7% | +$58.6K | 0.2% | 77 |
|
|
2017
Q4 | $877K | Buy |
34,200
+9,250
| +37% | +$237K | 0.18% | 83 |
|
|
2017
Q3 | $640K | Buy |
24,950
+7,950
| +47% | +$204K | 0.14% | 91 |
|
|
2017
Q2 | $441K | Hold |
17,000
| – | – | 0.1% | 95 |
|
|
2017
Q1 | $437K | Hold |
17,000
| – | – | 0.1% | 98 |
|
|
2016
Q4 | $427K | Hold |
17,000
| – | – | 0.1% | 101 |
|
|
2016
Q3 | $446K | Hold |
17,000
| – | – | 0.11% | 103 |
|
|
2016
Q2 | $442K | Hold |
17,000
| – | – | 0.11% | 105 |
|
|
2016
Q1 | $433K | Hold |
17,000
| – | – | 0.11% | 105 |
|
|
2015
Q4 | $444K | Hold |
17,000
| – | – | 0.1% | 110 |
|
|
2015
Q3 | $432K | Hold |
17,000
| – | – | 0.11% | 105 |
|
|
2015
Q2 | $436K | Hold |
17,000
| – | – | 0.1% | 105 |
|
|
2015
Q1 | $440K | Hold |
17,000
| – | – | 0.1% | 99 |
|
|
2014
Q4 | $425K | Hold |
17,000
| – | – | 0.1% | 103 |
|
|
2014
Q3 | $423K | Sell |
17,000
-500
| -3% | -$12.4K | 0.1% | 103 |
|
|
2014
Q2 | $436K | Hold |
17,500
| – | – | 0.1% | 101 |
|
|
2014
Q1 | $408K | Hold |
17,500
| – | – | 0.1% | 100 |
|
|
2013
Q4 | $374K | Hold |
17,500
| – | – | 0.09% | 101 |
|
|
2013
Q3 | $417K | Buy |
+17,500
| New | +$417K | 0.11% | 98 |
|