Gemmer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-611
| Closed | -$9K | – | 1497 |
|
|
2021
Q2 | $9K | Hold |
611
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $8K | Hold |
611
| – | – | ﹤0.01% | 875 |
|
|
2020
Q4 | $5K | Hold |
611
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q3 | $3K | Hold |
611
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q2 | $4K | Hold |
611
| – | – | ﹤0.01% | 998 |
|
|
2020
Q1 | $4K | Buy |
611
+405
| +197% | +$2.65K | ﹤0.01% | 893 |
|
|
2019
Q4 | $2K | Hold |
206
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q3 | $2K | Hold |
206
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q2 | $2K | Hold |
206
| – | – | ﹤0.01% | 1285 |
|
|
2019
Q1 | $2K | Hold |
206
| – | – | ﹤0.01% | 1301 |
|
|
2018
Q4 | $2K | Sell |
206
-76
| -27% | -$738 | ﹤0.01% | 1264 |
|
|
2018
Q3 | $4K | Buy |
282
+48
| +21% | +$681 | ﹤0.01% | 1121 |
|
|
2018
Q2 | $4K | Buy |
234
+129
| +123% | +$2.21K | ﹤0.01% | 1139 |
|
|
2018
Q1 | $2K | Buy |
105
+38
| +57% | +$724 | ﹤0.01% | 1312 |
|
|
2017
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q3 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1232 |
|
|
2015
Q1 | – | Sell |
-42
| Closed | -$1K | – | 1436 |
|
|
2014
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1344 |
|
|
2014
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1341 |
|
|
2014
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1359 |
|
|
2014
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1347 |
|