KCM Investment Advisors’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-31,533
| Closed | -$804K | – | 550 |
|
|
2018
Q1 | $804K | Buy |
31,533
+1,695
| +6% | +$43.2K | 0.05% | 285 |
|
|
2017
Q4 | $765K | Sell |
29,838
-128
| -0.4% | -$3.28K | 0.04% | 294 |
|
|
2017
Q3 | $769K | Buy |
29,966
+570
| +2% | +$14.6K | 0.05% | 290 |
|
|
2017
Q2 | $763K | Buy |
29,396
+7,074
| +32% | +$184K | 0.05% | 289 |
|
|
2017
Q1 | $574K | Buy |
22,322
+8,595
| +63% | +$221K | 0.04% | 340 |
|
|
2016
Q4 | $344K | Buy |
+13,727
| New | +$344K | 0.02% | 415 |
|