IndexIQ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-299,005
| Closed | -$3.98M | – | 1159 |
|
|
2021
Q1 | $3.98M | Buy |
299,005
+269,712
| +921% | +$3.59M | 0.14% | 112 |
|
|
2020
Q4 | $248K | Buy |
29,293
+3,024
| +12% | +$25.6K | 0.01% | 808 |
|
|
2020
Q3 | $145K | Buy |
26,269
+1,425
| +6% | +$7.87K | 0.01% | 858 |
|
|
2020
Q2 | $171K | Sell |
24,844
-1,067
| -4% | -$7.34K | 0.01% | 735 |
|
|
2020
Q1 | $185K | Buy |
+25,911
| New | +$185K | 0.01% | 581 |
|