KIM
BPFH
Kestrel Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-493,550
| Closed | -$4.17M | – | 43 |
|
|
2020
Q4 | $4.17M | Sell |
493,550
-2,500
| -0.5% | -$21.1K | 2.04% | 27 |
|
|
2020
Q3 | $2.74M | Buy |
496,050
+35,100
| +8% | +$194K | 1.58% | 26 |
|
|
2020
Q2 | $3.17M | Sell |
460,950
-60,000
| -12% | -$413K | 2.02% | 24 |
|
|
2020
Q1 | $3.73M | Buy |
+520,950
| New | +$3.73M | 2.88% | 16 |
|