Inspire Investing’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 |
-24,684
| Closed | -$364K | – | 976 |
|
|
2021
Q2 | $364K | Buy |
24,684
+748
| +3% | +$11K | 0.05% | 489 |
|
|
2021
Q1 | $319K | Buy |
+23,936
| New | +$319K | 0.05% | 501 |
|
|
2020
Q4 | – | Sell |
-39,582
| Closed | -$218K | – | 697 |
|
|
2020
Q3 | $218K | Buy |
39,582
+4,676
| +13% | +$25.8K | 0.06% | 325 |
|
|
2020
Q2 | $240K | Buy |
34,906
+4,446
| +15% | +$30.6K | 0.08% | 310 |
|
|
2020
Q1 | $218K | Buy |
+30,460
| New | +$218K | 0.09% | 364 |
|