IFP Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Hold |
0
| – | – | – | 4101 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 3846 |
|
2017
Q4 | – | Sell |
-55
| Closed | -$1K | – | 4163 |
|
2017
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 3958 |
|
2017
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 3957 |
|
2017
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 3861 |
|
2016
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 3863 |
|
2016
Q3 | – | Sell |
-33
| Closed | – | – | 4097 |
|
2016
Q2 | $0 | Buy |
+33
| New | – | ﹤0.01% | 4309 |
|
2016
Q1 | – | Sell |
-33
| Closed | – | – | 3710 |
|
2015
Q4 | $0 | Buy |
+33
| New | – | ﹤0.01% | 3820 |
|