Elkfork Partners’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
Q3 | $163K | Hold |
13,992
| – | – | ﹤0.01% | 866 |
|
|
2019
Q2 | $169K | Hold |
13,992
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $153K | Hold |
13,992
| – | – | ﹤0.01% | 853 |
|
|
2018
Q4 | $148K | Hold |
13,992
| – | – | ﹤0.01% | 836 |
|
|
2018
Q3 | $191K | Buy |
13,992
+1,430
| +11% | +$19.5K | ﹤0.01% | 862 |
|
|
2018
Q2 | $200K | Hold |
12,562
| – | – | 0.01% | 795 |
|
|
2018
Q1 | $189K | Buy |
12,562
+770
| +7% | +$11.6K | 0.01% | 811 |
|
|
2017
Q4 | $182K | Buy |
11,792
+2,200
| +23% | +$34K | ﹤0.01% | 814 |
|
|
2017
Q3 | $159K | Buy |
9,592
+2,332
| +32% | +$38.7K | ﹤0.01% | 790 |
|
|
2017
Q2 | $111K | Buy |
7,260
+2,156
| +42% | +$33K | ﹤0.01% | 836 |
|
|
2017
Q1 | $84K | Buy |
5,104
+396
| +8% | +$6.52K | ﹤0.01% | 799 |
|
|
2016
Q4 | $78K | Buy |
+4,708
| New | +$78K | ﹤0.01% | 797 |
|