LRIA
BPFH

Leonard Rickey Investment Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,057
Closed -$155K – 65
2017
Q4 		$155K Buy
+10,057
New +$155K 0.12% 63