HSBC Holdings’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 |
-102,705
| Closed | -$1.52M | – | 2733 |
|
|
2021
Q2 | $1.52M | Buy |
+102,705
| New | +$1.52M | ﹤0.01% | 1233 |
|
|
2020
Q2 | – | Sell |
-42,570
| Closed | -$303K | – | 2430 |
|
|
2020
Q1 | $303K | Sell |
42,570
-5,922
| -12% | -$42.2K | ﹤0.01% | 1651 |
|
|
2019
Q4 | $585K | Sell |
48,492
-62,471
| -56% | -$754K | ﹤0.01% | 1635 |
|
|
2019
Q3 | $1.29M | Sell |
110,963
-25,883
| -19% | -$302K | ﹤0.01% | 1295 |
|
|
2019
Q2 | $1.65M | Sell |
136,846
-16,454
| -11% | -$199K | ﹤0.01% | 1113 |
|
|
2019
Q1 | $1.68M | Sell |
153,300
-9,597
| -6% | -$105K | ﹤0.01% | 1157 |
|
|
2018
Q4 | $1.72M | Buy |
162,897
+64,590
| +66% | +$683K | ﹤0.01% | 1093 |
|
|
2018
Q3 | $1.34M | Buy |
+98,307
| New | +$1.34M | ﹤0.01% | 1158 |
|
|
2017
Q1 | – | Sell |
-18,913
| Closed | -$313K | – | 2182 |
|
|
2016
Q4 | $313K | Buy |
+18,913
| New | +$313K | ﹤0.01% | 1769 |
|