Convergence Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-99,060
| Closed | -$1.63M | – | 419 |
|
|
2017
Q1 | $1.63M | Buy |
+99,060
| New | +$1.63M | 0.23% | 168 |
|
|
2016
Q4 | – | Sell |
-85,158
| Closed | -$1.09M | – | 388 |
|
|
2016
Q3 | $1.09M | Buy |
+85,158
| New | +$1.09M | 0.16% | 228 |
|
|
2014
Q4 | – | Sell |
-122,250
| Closed | -$1.52M | – | 440 |
|
|
2014
Q3 | $1.52M | Buy |
+122,250
| New | +$1.52M | 0.21% | 161 |
|