Financial Advisors’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 |
-21,000
| Closed | -$177K | – | 85 |
|
|
2020
Q4 | $177K | Hold |
21,000
| – | – | 0.08% | 80 |
|
|
2020
Q3 | $116K | Buy |
+21,000
| New | +$116K | 0.06% | 70 |
|
|
2020
Q2 | – | Sell |
-21,000
| Closed | -$150K | – | 66 |
|
|
2020
Q1 | $150K | Sell |
21,000
-1,232
| -6% | -$8.8K | 0.1% | 60 |
|
|
2019
Q4 | $267K | Sell |
22,232
-2,003
| -8% | -$24.1K | 0.15% | 54 |
|
|
2019
Q3 | $282K | Sell |
24,235
-305
| -1% | -$3.55K | 0.17% | 48 |
|
|
2019
Q2 | $296K | Hold |
24,540
| – | – | 0.19% | 47 |
|
|
2019
Q1 | $269K | Hold |
24,540
| – | – | 0.18% | 54 |
|
|
2018
Q4 | $259K | Buy |
+24,540
| New | +$259K | 0.21% | 47 |
|