Meritage Portfolio 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
-10,191
Closed -$150K 354
2021
Q2
$150K Buy
+10,191
New +$150K 0.01% 296