Crossmark Global Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,170
| Closed | -$207K | – | 1595 |
|
|
2018
Q3 | $207K | Hold |
15,170
| – | – | 0.01% | 1530 |
|
|
2018
Q2 | $241K | Hold |
15,170
| – | – | 0.01% | 1447 |
|
|
2018
Q1 | $228K | Sell |
15,170
-2,750
| -15% | -$41.3K | 0.01% | 1438 |
|
|
2017
Q4 | $277K | Buy |
17,920
+200
| +1% | +$3.09K | 0.01% | 1415 |
|
|
2017
Q3 | $293K | Buy |
+17,720
| New | +$293K | 0.01% | 1333 |
|
|
2016
Q3 | $293K | Buy |
+17,720
| New | +$293K | 0.01% | 1333 |
|