Occudo Quantitative Strategies’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
-26,163
Closed -$386K 1223
2021
Q2
$386K Buy
26,163
+3,312
+14% +$48.9K 0.06% 504
2021
Q1
$304K Buy
+22,851
New +$304K 0.07% 486