Glassman Wealth Services’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 |
-102
| Closed | -$2K | – | 1919 |
|
|
2021
Q2 | $2K | Hold |
102
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q1 | $1K | Hold |
102
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q4 | $1K | Hold |
102
| – | – | ﹤0.01% | 1319 |
|
|
2020
Q3 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 1288 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 1506 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1491 |
|