Cornerstone Advisors (Washington)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-148
| Closed | -$1K | – | 822 |
|
|
2020
Q1 | $1K | Buy |
148
+46
| +45% | +$311 | ﹤0.01% | 750 |
|
|
2019
Q4 | $1K | Hold |
102
| – | – | ﹤0.01% | 749 |
|
|
2019
Q3 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 742 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$1K | – | 1259 |
|
|
2018
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1153 |
|