Meeder Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,039
| Closed | -$30K | – | 2732 |
|
|
2021
Q2 | $30K | Hold |
2,039
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q1 | $27K | Buy |
2,039
+544
| +36% | +$7.2K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $13K | Buy |
1,495
+658
| +79% | +$5.72K | ﹤0.01% | 921 |
|
|
2020
Q3 | $5K | Buy |
837
+668
| +395% | +$3.99K | ﹤0.01% | 1615 |
|
|
2020
Q2 | $1K | Sell |
169
-5,805
| -97% | -$34.3K | ﹤0.01% | 1986 |
|
|
2020
Q1 | $43K | Buy |
5,974
+843
| +16% | +$6.07K | ﹤0.01% | 970 |
|
|
2019
Q4 | $62K | Buy |
5,131
+2,549
| +99% | +$30.8K | ﹤0.01% | 961 |
|
|
2019
Q3 | $30K | Buy |
+2,582
| New | +$30K | ﹤0.01% | 1190 |
|
|
2018
Q1 | – | Sell |
-4,366
| Closed | -$67K | – | 1810 |
|
|
2017
Q4 | $67K | Buy |
4,366
+2,222
| +104% | +$34.1K | 0.01% | 630 |
|
|
2017
Q3 | $35K | Hold |
2,144
| – | – | ﹤0.01% | 760 |
|
|
2017
Q2 | $33K | Buy |
+2,144
| New | +$33K | ﹤0.01% | 738 |
|