Engineers Gate Manager’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
Q1 | – | Sell |
-61,952
| Closed | -$523K | – | 2232 |
|
2020
Q4 | $523K | Sell |
61,952
-6,177
| -9% | -$52.1K | 0.02% | 957 |
|
2020
Q3 | $376K | Buy |
68,129
+12,880
| +23% | +$71.1K | 0.02% | 1136 |
|
2020
Q2 | $380K | Buy |
55,249
+36,556
| +196% | +$251K | 0.02% | 1101 |
|
2020
Q1 | $134K | Buy |
+18,693
| New | +$134K | 0.01% | 1355 |
|
2015
Q3 | – | Sell |
-10,824
| Closed | -$145K | – | 1050 |
|
2015
Q2 | $145K | Buy |
+10,824
| New | +$145K | 0.01% | 957 |
|