Mutual of America 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,723
| Closed | -$173K | – | 1681 |
|
|
2021
Q2 | $173K | Buy |
11,723
+714
| +6% | +$10.5K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $147K | Buy |
11,009
+766
| +7% | +$10.2K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $87K | Buy |
10,243
+314
| +3% | +$2.67K | ﹤0.01% | 1517 |
|
|
2020
Q3 | $55K | Buy |
9,929
+5,997
| +153% | +$33.2K | ﹤0.01% | 1536 |
|
|
2020
Q2 | $27K | Buy |
3,932
+319
| +9% | +$2.19K | ﹤0.01% | 1497 |
|
|
2020
Q1 | $26K | Buy |
3,613
+619
| +21% | +$4.45K | ﹤0.01% | 1437 |
|
|
2019
Q4 | $36K | Sell |
2,994
-105
| -3% | -$1.26K | ﹤0.01% | 1435 |
|
|
2019
Q3 | $36K | Buy |
3,099
+94
| +3% | +$1.09K | ﹤0.01% | 1435 |
|
|
2019
Q2 | $36K | Buy |
3,005
+610
| +25% | +$7.31K | ﹤0.01% | 1426 |
|
|
2019
Q1 | $26K | Buy |
2,395
+310
| +15% | +$3.37K | ﹤0.01% | 1470 |
|
|
2018
Q4 | $22K | Buy |
2,085
+481
| +30% | +$5.08K | ﹤0.01% | 1450 |
|
|
2018
Q3 | $22K | Buy |
1,604
+1,295
| +419% | +$17.8K | ﹤0.01% | 1456 |
|
|
2018
Q2 | $5K | Buy |
+309
| New | +$5K | ﹤0.01% | 1423 |
|