Credit Suisse’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $670K | Buy |
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|
2020
Q1 | $521K | Buy |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $790K | Buy |
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|
2019
Q2 | $703K | Sell |
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|
2019
Q1 | $713K | Sell |
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|
2018
Q4 | $835K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.13M | Buy |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.78M | Sell |
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|
2016
Q4 | $3.29M | Sell |
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|
2016
Q3 | $3.05M | Sell |
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|
2016
Q2 | $3.98M | Sell |
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|
2016
Q1 | $4.05M | Sell |
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|
2015
Q4 | $5.41M | Buy |
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|
2015
Q3 | $829K | Sell |
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|
2015
Q2 | $2.89M | Buy |
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|
2015
Q1 | $1.85M | Buy |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $947K | Sell |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $979K | Sell |
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|
2013
Q3 | $924K | Buy |
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|
2013
Q2 | $686K | Buy |
|