EI
BPFH

Ellevest Inc’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Ellevest Inc’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-74
Closed -$1K – 1682
2021
Q2 		$1K Sell
74
-17
-19% -$230 ﹤0.01% 1247
2021
Q1 		$1K Buy
+91
New +$1K ﹤0.01% 1246
2020
Q1 		– Sell
-128
Closed -$2K – 1396
2019
Q4 		$2K Buy
+128
New +$2K ﹤0.01% 711