Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$10K | – | 2434 |
|
|
2018
Q4 | $10K | Sell |
1,000
-1,800
| -64% | -$18K | ﹤0.01% | 1253 |
|
|
2018
Q3 | $38K | Sell |
2,800
-100
| -3% | -$1.36K | ﹤0.01% | 1002 |
|
|
2018
Q2 | $46K | Buy |
+2,900
| New | +$46K | ﹤0.01% | 919 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2725 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3066 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$6K | – | 3531 |
|
|
2017
Q1 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 2373 |
|
|
2016
Q2 | – | Sell |
-808
| Closed | -$9K | – | 3562 |
|
|
2016
Q1 | $9K | Buy |
+808
| New | +$9K | ﹤0.01% | 2132 |
|