LS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,485
| Closed | -$17K | – | 1593 |
|
|
2020
Q2 | $17K | Hold |
2,485
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q1 | $18K | Hold |
2,485
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q4 | $30K | Hold |
2,485
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q3 | $29K | Hold |
2,485
| – | – | ﹤0.01% | 1444 |
|
|
2019
Q2 | $30K | Hold |
2,485
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q1 | $27K | Hold |
2,485
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q4 | $26K | Hold |
2,485
| – | – | ﹤0.01% | 1440 |
|
|
2018
Q3 | $34K | Hold |
2,485
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $40K | Hold |
2,485
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q1 | $37K | Buy |
2,485
+165
| +7% | +$2.46K | ﹤0.01% | 1387 |
|
|
2017
Q4 | $36K | Sell |
2,320
-622
| -21% | -$9.65K | ﹤0.01% | 1403 |
|
|
2017
Q3 | $49K | Hold |
2,942
| – | – | ﹤0.01% | 1356 |
|
|
2017
Q2 | $45K | Hold |
2,942
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q1 | $48K | Hold |
2,942
| – | – | ﹤0.01% | 1339 |
|
|
2016
Q4 | $49K | Hold |
2,942
| – | – | ﹤0.01% | 1267 |
|
|
2016
Q3 | $38K | Hold |
2,942
| – | – | ﹤0.01% | 1322 |
|
|
2016
Q2 | $35K | Buy |
2,942
+270
| +10% | +$3.21K | ﹤0.01% | 1337 |
|
|
2016
Q1 | $31K | Hold |
2,672
| – | – | ﹤0.01% | 1339 |
|
|
2015
Q4 | $30K | Hold |
2,672
| – | – | ﹤0.01% | 1351 |
|
|
2015
Q3 | $31K | Hold |
2,672
| – | – | ﹤0.01% | 1333 |
|
|
2015
Q2 | $36K | Buy |
+2,672
| New | +$36K | ﹤0.01% | 1322 |
|