Philadelphia Trust Company’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $393K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $407K | Sell |
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|
2016
Q3 | $322K | Sell |
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|
2016
Q2 | $339K | Sell |
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|
2016
Q1 | $356K | Sell |
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|
2015
Q4 | $388K | Hold |
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|
2015
Q3 | $375K | Buy |
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|
2015
Q2 | $47.6K | Sell |
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|
2015
Q1 | $1.31M | Sell |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.38M | Buy |
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|
2014
Q1 | $1.36M | Buy |
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