Matarin Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-78,788
| Closed | -$918K | – | 263 |
|
|
2019
Q3 | $918K | Sell |
78,788
-9
| -0% | -$105 | 0.07% | 206 |
|
|
2019
Q2 | $951K | Sell |
78,797
-128
| -0.2% | -$1.55K | 0.07% | 217 |
|
|
2019
Q1 | $865K | Sell |
78,925
-106
| -0.1% | -$1.16K | 0.06% | 219 |
|
|
2018
Q4 | $835K | Buy |
79,031
+202
| +0.3% | +$2.14K | 0.07% | 212 |
|
|
2018
Q3 | $1.08M | Buy |
78,829
+1,968
| +3% | +$26.9K | 0.07% | 212 |
|
|
2018
Q2 | $1.22M | Sell |
76,861
-84
| -0.1% | -$1.34K | 0.09% | 198 |
|
|
2018
Q1 | $1.16M | Sell |
76,945
-607
| -0.8% | -$9.14K | 0.09% | 200 |
|
|
2017
Q4 | $1.2M | Buy |
77,552
+36,541
| +89% | +$565K | 0.09% | 201 |
|
|
2017
Q3 | $679K | Sell |
41,011
-153
| -0.4% | -$2.53K | 0.06% | 222 |
|
|
2017
Q2 | $632K | Buy |
41,164
+16,506
| +67% | +$253K | 0.06% | 204 |
|
|
2017
Q1 | $404K | Buy |
+24,658
| New | +$404K | 0.04% | 234 |
|