Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-192
| Closed | -$1K | – | 948 |
|
|
2020
Q1 | $1K | Sell |
192
-5
| -3% | -$26 | ﹤0.01% | 767 |
|
|
2019
Q4 | $2K | Hold |
197
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 726 |
|
|
2019
Q2 | $2K | Sell |
197
-14
| -7% | -$142 | ﹤0.01% | 702 |
|
|
2019
Q1 | $2K | Sell |
211
-16
| -7% | -$152 | ﹤0.01% | 701 |
|
|
2018
Q4 | $2K | Buy |
227
+69
| +44% | +$608 | ﹤0.01% | 703 |
|
|
2018
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 751 |
|
|
2018
Q2 | $3K | Hold |
158
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $2K | Sell |
158
-27
| -15% | -$342 | ﹤0.01% | 816 |
|
|
2017
Q4 | $3K | Hold |
185
| – | – | ﹤0.01% | 672 |
|
|
2017
Q3 | $3K | Hold |
185
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $3K | Hold |
185
| – | – | ﹤0.01% | 765 |
|
|
2017
Q1 | $3K | Sell |
185
-25
| -12% | -$405 | ﹤0.01% | 794 |
|
|
2016
Q4 | $3K | Hold |
210
| – | – | ﹤0.01% | 821 |
|
|
2016
Q3 | $3K | Buy |
+210
| New | +$3K | ﹤0.01% | 804 |
|