FA
BPFH

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

Financial Advisors’s Portfolio BPFH Stock Details BPFH Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
2020
Q4 		$177K Hold
2020
Q3 		$116K Buy
2020
Q2 		– Sell
2020
Q1 		$150K Sell
2019
Q4 		$267K Sell
2019
Q3 		$282K Sell
2019
Q2 		$296K Hold
2019
Q1 		$269K Hold
2018
Q4 		$259K Buy