Paloma Partners’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
Q2 | – | Sell |
-33,227
| Closed | -$442K | – | 2219 |
|
|
2021
Q1 | $442K | Buy |
+33,227
| New | +$442K | 0.01% | 1033 |
|
|
2020
Q4 | – | Sell |
-32,434
| Closed | -$179K | – | 2143 |
|
|
2020
Q3 | $179K | Buy |
32,434
+14,667
| +83% | +$80.9K | ﹤0.01% | 1628 |
|
|
2020
Q2 | $123K | Buy |
+17,767
| New | +$123K | ﹤0.01% | 1680 |
|
|
2017
Q1 | – | Sell |
-16,412
| Closed | -$272K | – | 1759 |
|
|
2016
Q4 | $272K | Buy |
+16,412
| New | +$272K | ﹤0.01% | 1285 |
|
|
2016
Q3 | – | Sell |
-20,760
| Closed | -$244K | – | 1728 |
|
|
2016
Q2 | $244K | Buy |
+20,760
| New | +$244K | ﹤0.01% | 1427 |
|
|
2016
Q1 | – | Sell |
-26,200
| Closed | -$297K | – | 1728 |
|
|
2015
Q4 | $297K | Buy |
+26,200
| New | +$297K | 0.01% | 1008 |
|
|
2014
Q4 | – | Sell |
-14,790
| Closed | -$183K | – | 1324 |
|
|
2014
Q3 | $183K | Buy |
+14,790
| New | +$183K | 0.01% | 780 |
|