Parallel Advisors’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
Q3 | – | Sell |
-236
| Closed | -$1K | – | 2726 |
|
|
2020
Q2 | $1K | Sell |
236
-391
| -62% | -$1.66K | ﹤0.01% | 2403 |
|
|
2020
Q1 | $4K | Sell |
627
-194
| -24% | -$1.24K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $10K | Hold |
821
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q3 | $10K | Hold |
821
| – | – | ﹤0.01% | 1684 |
|
|
2019
Q2 | $10K | Buy |
821
+391
| +91% | +$4.76K | ﹤0.01% | 1601 |
|
|
2019
Q1 | $5K | Hold |
430
| – | – | ﹤0.01% | 1814 |
|
|
2018
Q4 | $4K | Hold |
430
| – | – | ﹤0.01% | 1696 |
|
|
2018
Q3 | $6K | Sell |
430
-190
| -31% | -$2.65K | ﹤0.01% | 1689 |
|
|
2018
Q2 | $9K | Hold |
620
| – | – | ﹤0.01% | 1401 |
|
|
2018
Q1 | $9K | Sell |
620
-54
| -8% | -$784 | ﹤0.01% | 1341 |
|
|
2017
Q4 | $10K | Hold |
674
| – | – | ﹤0.01% | 1316 |
|
|
2017
Q3 | $10K | Hold |
674
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q2 | $10K | Hold |
674
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q1 | $11K | Buy |
674
+54
| +9% | +$881 | ﹤0.01% | 1208 |
|
|
2016
Q4 | $10K | Buy |
+620
| New | +$10K | ﹤0.01% | 1131 |
|