Deutsche Bank’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
Q3 | – | Sell |
-49,988
| Closed | -$737K | – | 4742 |
|
|
2021
Q2 | $737K | Sell |
49,988
-637,561
| -93% | -$9.4M | ﹤0.01% | 2959 |
|
|
2021
Q1 | $9.16M | Buy |
687,549
+371,168
| +117% | +$4.94M | ﹤0.01% | 1239 |
|
|
2020
Q4 | $2.67M | Buy |
316,381
+274,776
| +660% | +$2.32M | ﹤0.01% | 1723 |
|
|
2020
Q3 | $230K | Buy |
41,605
+3,972
| +11% | +$22K | ﹤0.01% | 3114 |
|
|
2020
Q2 | $259K | Buy |
37,633
+9,829
| +35% | +$67.6K | ﹤0.01% | 2973 |
|
|
2020
Q1 | $199K | Sell |
27,804
-29,154
| -51% | -$209K | ﹤0.01% | 2917 |
|
|
2019
Q4 | $684K | Buy |
56,958
+34,065
| +149% | +$409K | ﹤0.01% | 2561 |
|
|
2019
Q3 | $265K | Sell |
22,893
-175,455
| -88% | -$2.03M | ﹤0.01% | 2993 |
|
|
2019
Q2 | $2.39M | Sell |
198,348
-419,951
| -68% | -$5.06M | ﹤0.01% | 2272 |
|
|
2019
Q1 | $6.77M | Buy |
618,299
+339,052
| +121% | +$3.71M | ﹤0.01% | 1632 |
|
|
2018
Q4 | $2.95M | Sell |
279,247
-314,695
| -53% | -$3.32M | ﹤0.01% | 2141 |
|
|
2018
Q3 | $8.11M | Buy |
593,942
+263,373
| +80% | +$3.59M | ﹤0.01% | 1818 |
|
|
2018
Q2 | $5.26M | Sell |
330,569
-212,044
| -39% | -$3.37M | ﹤0.01% | 2263 |
|
|
2018
Q1 | $8.16M | Buy |
542,613
+227,884
| +72% | +$3.43M | ﹤0.01% | 1787 |
|
|
2017
Q4 | $4.86M | Sell |
314,729
-251,252
| -44% | -$3.88M | ﹤0.01% | 2043 |
|
|
2017
Q3 | $9.37M | Buy |
565,981
+328,631
| +138% | +$5.44M | 0.01% | 1486 |
|
|
2017
Q2 | $3.64M | Buy |
237,350
+80,109
| +51% | +$1.23M | ﹤0.01% | 2133 |
|
|
2017
Q1 | $2.58M | Sell |
157,241
-59,699
| -28% | -$978K | ﹤0.01% | 2081 |
|
|
2016
Q4 | $3.59M | Sell |
216,940
-25,962
| -11% | -$429K | ﹤0.01% | 1865 |
|
|
2016
Q3 | $3.11M | Sell |
242,902
-369,263
| -60% | -$4.73M | ﹤0.01% | 2046 |
|
|
2016
Q2 | $7.21M | Sell |
612,165
-52,020
| -8% | -$613K | 0.01% | 1509 |
|
|
2016
Q1 | $7.6M | Buy |
664,185
+7,072
| +1% | +$80.9K | 0.01% | 1452 |
|
|
2015
Q4 | $7.45M | Buy |
657,113
+244,728
| +59% | +$2.77M | 0.01% | 1516 |
|
|
2015
Q3 | $4.82M | Buy |
412,385
+97,914
| +31% | +$1.15M | ﹤0.01% | 1829 |
|
|
2015
Q2 | $4.22M | Buy |
314,471
+120,916
| +62% | +$1.62M | ﹤0.01% | 1905 |
|
|
2015
Q1 | $2.35M | Buy |
193,555
+1,114
| +0.6% | +$13.5K | ﹤0.01% | 2298 |
|
|
2014
Q4 | $2.59M | Buy |
192,441
+61,711
| +47% | +$831K | ﹤0.01% | 2451 |
|
|
2014
Q3 | $1.62M | Buy |
130,730
+47,818
| +58% | +$592K | ﹤0.01% | 2634 |
|
|
2014
Q2 | $1.11M | Sell |
82,912
-170,966
| -67% | -$2.29M | ﹤0.01% | 2816 |
|
|
2014
Q1 | $3.43M | Buy |
253,878
+127,353
| +101% | +$1.72M | ﹤0.01% | 2070 |
|
|
2013
Q4 | $1.6M | Sell |
126,525
-179,601
| -59% | -$2.27M | ﹤0.01% | 2395 |
|
|
2013
Q3 | $3.39M | Buy |
306,126
+128,568
| +72% | +$1.43M | ﹤0.01% | 2103 |
|
|
2013
Q2 | $1.89M | Buy |
+177,558
| New | +$1.89M | ﹤0.01% | 2256 |
|