Nisa Investment Advisors’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 |
-8,650
| Closed | -$128 | – | 2377 |
|
|
2021
Q2 | $128 | Hold |
8,650
| – | – | ﹤0.01% | 1583 |
|
|
2021
Q1 | $115 | Hold |
8,650
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q4 | $73K | Buy |
8,650
+1,300
| +18% | +$11K | ﹤0.01% | 1871 |
|
|
2020
Q3 | $41K | Sell |
7,350
-3,050
| -29% | -$17K | ﹤0.01% | 1881 |
|
|
2020
Q2 | $72K | Hold |
10,400
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q1 | $74K | Sell |
10,400
-46,300
| -82% | -$329K | ﹤0.01% | 1452 |
|
|
2019
Q4 | $682K | Hold |
56,700
| – | – | 0.01% | 1010 |
|
|
2019
Q3 | $661K | Hold |
56,700
| – | – | 0.01% | 1003 |
|
|
2019
Q2 | $684K | Hold |
56,700
| – | – | 0.01% | 983 |
|
|
2019
Q1 | $621K | Hold |
56,700
| – | – | 0.01% | 986 |
|
|
2018
Q4 | $599K | Sell |
56,700
-4,900
| -8% | -$51.8K | 0.01% | 939 |
|
|
2018
Q3 | $841K | Hold |
61,600
| – | – | 0.01% | 945 |
|
|
2018
Q2 | $979K | Hold |
61,600
| – | – | 0.01% | 850 |
|
|
2018
Q1 | $927K | Hold |
61,600
| – | – | 0.01% | 846 |
|
|
2017
Q4 | $952K | Hold |
61,600
| – | – | 0.01% | 849 |
|
|
2017
Q3 | $1.02M | Hold |
61,600
| – | – | 0.01% | 814 |
|
|
2017
Q2 | $946K | Hold |
61,600
| – | – | 0.01% | 828 |
|
|
2017
Q1 | $1.01M | Hold |
61,600
| – | – | 0.01% | 813 |
|
|
2016
Q4 | $1.02M | Buy |
61,600
+800
| +1% | +$13.2K | 0.01% | 818 |
|
|
2016
Q3 | $780K | Hold |
60,800
| – | – | 0.01% | 870 |
|
|
2016
Q2 | $716K | Hold |
60,800
| – | – | 0.01% | 871 |
|
|
2016
Q1 | $696K | Buy |
+60,800
| New | +$696K | 0.01% | 881 |
|