Phocas Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-320,118
| Closed | -$5K | – | 220 |
|
|
2017
Q3 | $5K | Buy |
320,118
+7,150
| +2% | +$112 | 0.42% | 107 |
|
|
2017
Q2 | $4.8M | Buy |
312,968
+13,961
| +5% | +$214K | 0.43% | 103 |
|
|
2017
Q1 | $4.9M | Buy |
+299,007
| New | +$4.9M | 0.45% | 94 |
|
|
2015
Q4 | – | Sell |
-495,305
| Closed | -$5.8M | – | 252 |
|
|
2015
Q3 | $5.8M | Buy |
495,305
+33,721
| +7% | +$395K | 0.49% | 93 |
|
|
2015
Q2 | $6.19M | Buy |
461,584
+253,230
| +122% | +$3.4M | 0.5% | 91 |
|
|
2015
Q1 | $2.53M | Sell |
208,354
-30,713
| -13% | -$373K | 0.2% | 173 |
|
|
2014
Q4 | $3.22M | Buy |
+239,067
| New | +$3.22M | 0.28% | 157 |
|