Oxford Asset 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
Q1 | – | Sell |
-31,509
| Closed | -$379K | – | 1613 |
|
|
2019
Q4 | $379K | Buy |
+31,509
| New | +$379K | 0.01% | 1357 |
|
|
2019
Q2 | – | Sell |
-107,470
| Closed | -$1.18M | – | 2049 |
|
|
2019
Q1 | $1.18M | Sell |
107,470
-78,183
| -42% | -$857K | 0.03% | 841 |
|
|
2018
Q4 | $1.96M | Buy |
+185,653
| New | +$1.96M | 0.05% | 476 |
|
|
2017
Q2 | – | Sell |
-23,118
| Closed | -$379K | – | 1769 |
|
|
2017
Q1 | $379K | Buy |
+23,118
| New | +$379K | 0.01% | 1131 |
|