Middleton & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,015
| Closed | -$161K | – | 153 |
|
|
2015
Q2 | $161K | Sell |
12,015
-550
| -4% | -$7.37K | 0.03% | 154 |
|
|
2015
Q1 | $153K | Hold |
12,565
| – | – | 0.03% | 155 |
|
|
2014
Q4 | $169K | Sell |
12,565
-4,500
| -26% | -$60.5K | 0.04% | 155 |
|
|
2014
Q3 | $211K | Buy |
17,065
+600
| +4% | +$7.42K | 0.05% | 154 |
|
|
2014
Q2 | $221K | Sell |
16,465
-1,630
| -9% | -$21.9K | 0.05% | 149 |
|
|
2014
Q1 | $245K | Sell |
18,095
-20
| -0.1% | -$271 | 0.06% | 143 |
|
|
2013
Q4 | $229K | Buy |
18,115
+730
| +4% | +$9.23K | 0.06% | 127 |
|
|
2013
Q3 | $193K | Buy |
17,385
+150
| +0.9% | +$1.67K | 0.05% | 141 |
|
|
2013
Q2 | $183K | Buy |
+17,235
| New | +$183K | 0.05% | 139 |
|