HGWM
BPFH

Harvest Group Wealth Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Harvest Group Wealth Management’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-117
Closed -$1K – 1170
2019
Q2 		$1K Hold
117
– – ﹤0.01% 866
2019
Q1 		$1K Buy
+117
New +$1K ﹤0.01% 894