First Horizon 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 |
-103
| Closed | – | – | 2026 |
|
|
2020
Q4 | $0 | Sell |
103
-110
| -52% | – | ﹤0.01% | 1629 |
|
|
2020
Q3 | $1K | Sell |
213
-224
| -51% | -$1.05K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $3K | Hold |
437
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q1 | $3K | Buy |
437
+68
| +18% | +$467 | ﹤0.01% | 1222 |
|
|
2019
Q4 | $4K | Buy |
369
+131
| +55% | +$1.42K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $2K | Buy |
238
+138
| +138% | +$1.16K | ﹤0.01% | 1403 |
|
|
2019
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1510 |
|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$28K | – | 1415 |
|
|
2015
Q3 | $28K | Hold |
2,400
| – | – | ﹤0.01% | 692 |
|
|
2015
Q2 | $32K | Hold |
2,400
| – | – | ﹤0.01% | 682 |
|
|
2015
Q1 | $29K | Hold |
2,400
| – | – | ﹤0.01% | 728 |
|
|
2014
Q4 | $32K | Hold |
2,400
| – | – | ﹤0.01% | 681 |
|
|
2014
Q3 | $30K | Hold |
2,400
| – | – | ﹤0.01% | 686 |
|
|
2014
Q2 | $32K | Hold |
2,400
| – | – | ﹤0.01% | 688 |
|
|
2014
Q1 | $32K | Sell |
2,400
-3
| -0.1% | -$40 | ﹤0.01% | 634 |
|
|
2013
Q4 | $30K | Buy |
2,403
+3
| +0.1% | +$37 | ﹤0.01% | 615 |
|
|
2013
Q3 | $27K | Buy |
+2,400
| New | +$27K | ﹤0.01% | 590 |
|