Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-36
| Closed | – | – | 2788 |
|
|
2020
Q1 | $0 | Buy |
+36
| New | – | ﹤0.01% | 2839 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$1K | – | 2533 |
|
|
2016
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 2292 |
|
|
2015
Q4 | – | Sell |
-275
| Closed | -$3K | – | 1924 |
|
|
2015
Q3 | $3K | Buy |
+275
| New | +$3K | ﹤0.01% | 1396 |
|
|
2013
Q4 | – | Sell |
-411
| Closed | -$5K | – | 1609 |
|
|
2013
Q3 | $5K | Buy |
+411
| New | +$5K | ﹤0.01% | 1028 |
|