Dimensional Fund Advisors’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 | $76.4M | Sell |
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|
2021
Q1 | $70.6M | Sell |
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|
2020
Q4 | $46M | Sell |
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|
2020
Q3 | $31.5M | Sell |
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|
2020
Q2 | $40.6M | Buy |
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|
2020
Q1 | $40.6M | Sell |
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|
2019
Q4 | $69.3M | Buy |
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|
2019
Q3 | $66.3M | Buy |
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|
2019
Q2 | $67.5M | Buy |
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|
2019
Q1 | $61.1M | Sell |
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|
2018
Q4 | $59.1M | Sell |
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|
2018
Q3 | $77M | Buy |
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|
2018
Q2 | $83.8M | Sell |
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|
2018
Q1 | $81.6M | Buy |
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|
2017
Q4 | $82.8M | Buy |
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|
2017
Q3 | $88M | Buy |
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|
2017
Q2 | $81.2M | Buy |
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|
2017
Q1 | $85.7M | Sell |
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|
2016
Q4 | $89.2M | Buy |
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|
2016
Q3 | $67.5M | Buy |
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|
2016
Q2 | $60M | Buy |
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|
2016
Q1 | $55.7M | Buy |
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|
2015
Q4 | $51.8M | Buy |
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|
2015
Q3 | $48.6M | Buy |
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|
2015
Q2 | $54.4M | Buy |
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|
2015
Q1 | $48.5M | Buy |
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|
2014
Q4 | $51.7M | Buy |
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|
2014
Q3 | $46M | Buy |
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|
2014
Q2 | $48.9M | Buy |
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|
2014
Q1 | $46.9M | Buy |
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|
2013
Q4 | $43.2M | Sell |
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|
2013
Q3 | $38M | Buy |
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|
2013
Q2 | $36.1M | Buy |
|