Orbitronix LP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-89,980
| Closed | -$1.03M | – | 52 |
|
|
2016
Q1 | $1.03M | Buy |
89,980
+11,638
| +15% | +$133K | 1% | 22 |
|
|
2015
Q4 | $888K | Buy |
+78,342
| New | +$888K | 0.75% | 22 |
|
|
2015
Q2 | – | Sell |
-92,836
| Closed | -$1.13M | – | 87 |
|
|
2015
Q1 | $1.13M | Buy |
92,836
+13,400
| +17% | +$163K | 0.64% | 24 |
|
|
2014
Q4 | $1.07M | Buy |
+79,436
| New | +$1.07M | 0.64% | 33 |
|