Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,063
| Closed | -$93K | – | 3093 |
|
|
2017
Q2 | $93K | Sell |
6,063
-370
| -6% | -$5.68K | ﹤0.01% | 2165 |
|
|
2017
Q1 | $105K | Sell |
6,433
-752
| -10% | -$12.3K | ﹤0.01% | 2170 |
|
|
2016
Q4 | $119K | Sell |
7,185
-102
| -1% | -$1.69K | ﹤0.01% | 2110 |
|
|
2016
Q3 | $93K | Buy |
7,287
+629
| +9% | +$8.03K | ﹤0.01% | 2363 |
|
|
2016
Q2 | $78K | Sell |
6,658
-280
| -4% | -$3.28K | ﹤0.01% | 2548 |
|
|
2016
Q1 | $79K | Buy |
+6,938
| New | +$79K | ﹤0.01% | 2518 |
|
|
2015
Q4 | – | Sell |
-1,243
| Closed | -$15K | – | 3102 |
|
|
2015
Q3 | $15K | Buy |
+1,243
| New | +$15K | ﹤0.01% | 2955 |
|