Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Sell |
655
-10
| -2% | -$153 | ﹤0.01% | 725 |
|
|
2017
Q1 | $11K | Sell |
665
-365
| -35% | -$6.04K | ﹤0.01% | 745 |
|
|
2016
Q4 | $17K | Buy |
1,030
+190
| +23% | +$3.14K | 0.01% | 642 |
|
|
2016
Q3 | $11K | Buy |
840
+30
| +4% | +$393 | ﹤0.01% | 671 |
|
|
2016
Q2 | $10K | Sell |
810
-310
| -28% | -$3.83K | ﹤0.01% | 704 |
|
|
2016
Q1 | $13K | Buy |
1,120
+360
| +47% | +$4.18K | ﹤0.01% | 701 |
|
|
2015
Q4 | $9K | Hold |
760
| – | – | ﹤0.01% | 721 |
|
|
2015
Q3 | $9K | Buy |
760
+555
| +271% | +$6.57K | ﹤0.01% | 734 |
|
|
2015
Q2 | $3K | Hold |
205
| – | – | ﹤0.01% | 818 |
|
|
2015
Q1 | $2K | Hold |
205
| – | – | ﹤0.01% | 895 |
|
|
2014
Q4 | $3K | Buy |
+205
| New | +$3K | ﹤0.01% | 759 |
|