Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,844
| Closed | -$193K | – | 2438 |
|
|
2020
Q4 | $193K | Hold |
22,844
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q3 | $126K | Sell |
22,844
-22,771
| -50% | -$126K | ﹤0.01% | 1759 |
|
|
2020
Q2 | $314K | Buy |
+45,615
| New | +$314K | ﹤0.01% | 1257 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$8K | – | 4741 |
|
|
2017
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3705 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$6K | – | 4461 |
|
|
2015
Q4 | $6K | Sell |
500
-1,000
| -67% | -$12K | ﹤0.01% | 3557 |
|
|
2015
Q3 | $18K | Buy |
+1,500
| New | +$18K | ﹤0.01% | 2802 |
|
|
2015
Q2 | – | Sell |
-1,525
| Closed | -$19K | – | 3228 |
|
|
2015
Q1 | $19K | Buy |
1,525
+500
| +49% | +$6.23K | ﹤0.01% | 2749 |
|
|
2014
Q4 | $14K | Buy |
1,025
+500
| +95% | +$6.83K | ﹤0.01% | 2893 |
|
|
2014
Q3 | $7K | Buy |
525
+500
| +2,000% | +$6.67K | ﹤0.01% | 3102 |
|
|
2014
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 3877 |
|
|
2014
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 3696 |
|
|
2013
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 3526 |
|
|
2013
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 3401 |
|
|
2013
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 3139 |
|