Everence Capital Management’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 | $255K | Sell |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $141K | Buy |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $171K | Sell |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $234K | Buy |
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