Magnus Financial Group’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
Q1 | – | Sell |
-10,801
| Closed | -$91K | – | 368 |
|
|
2020
Q4 | $91K | Buy |
10,801
+50
| +0.5% | +$421 | 0.01% | 339 |
|
|
2020
Q3 | $59K | Sell |
10,751
-4,074
| -27% | -$22.4K | 0.01% | 303 |
|
|
2020
Q2 | $102K | Buy |
+14,825
| New | +$102K | 0.01% | 651 |
|
|
2020
Q1 | – | Sell |
-14,376
| Closed | -$173K | – | 715 |
|
|
2019
Q4 | $173K | Hold |
14,376
| – | – | 0.02% | 523 |
|
|
2019
Q3 | $168K | Buy |
14,376
+585
| +4% | +$6.84K | 0.03% | 467 |
|
|
2019
Q2 | $166K | Hold |
13,791
| – | – | 0.03% | 483 |
|
|
2019
Q1 | $151K | Buy |
+13,791
| New | +$151K | 0.03% | 462 |
|