Morgan Stanley’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $17.4M | Buy |
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|
2020
Q4 | $6M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $4.91M | Buy |
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|
2019
Q3 | $3.33M | Sell |
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|
2019
Q2 | $4.67M | Buy |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $3.71M | Buy |
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|
2018
Q3 | $1.95M | Sell |
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|
2018
Q2 | $6.66M | Buy |
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|
2018
Q1 | $3.88M | Sell |
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|
2017
Q4 | $5.57M | Buy |
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|
2017
Q3 | $4.47M | Buy |
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|
2017
Q2 | $2.74M | Sell |
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|
2017
Q1 | $3.51M | Sell |
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|
2016
Q4 | $4.87M | Buy |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $388K | Sell |
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|
2016
Q1 | $822K | Sell |
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|
2015
Q4 | $1.9M | Sell |
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|
2015
Q3 | $5.94M | Buy |
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|
2015
Q2 | $5.86M | Buy |
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|
2015
Q1 | $3.29M | Sell |
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|
2014
Q4 | $3.75M | Sell |
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|
2014
Q3 | $3.69M | Sell |
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|
2014
Q2 | $4.09M | Buy |
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|
2014
Q1 | $3.87M | Sell |
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|
2013
Q4 | $5.07M | Buy |
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|
2013
Q3 | $3.73M | Buy |
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|
2013
Q2 | $3.17M | Buy |
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