Piedmont Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-21,035
| Closed | -$231K | – | 1338 |
|
|
2019
Q1 | $231K | Buy |
21,035
+975
| +5% | +$10.7K | 0.01% | 995 |
|
|
2018
Q4 | $212K | Buy |
20,060
+603
| +3% | +$6.37K | 0.01% | 912 |
|
|
2018
Q3 | $266K | Sell |
19,457
-153
| -0.8% | -$2.09K | 0.01% | 840 |
|
|
2018
Q2 | $312K | Buy |
19,610
+1,599
| +9% | +$25.4K | 0.02% | 625 |
|
|
2018
Q1 | $271K | Buy |
18,011
+696
| +4% | +$10.5K | 0.01% | 602 |
|
|
2017
Q4 | $268K | Sell |
17,315
-1,000
| -5% | -$15.5K | 0.01% | 607 |
|
|
2017
Q3 | $303K | Buy |
18,315
+123
| +0.7% | +$2.04K | 0.01% | 571 |
|
|
2017
Q2 | $279K | Buy |
+18,192
| New | +$279K | 0.01% | 592 |
|
|
2014
Q4 | – | Sell |
-206
| Closed | -$2.55K | – | 348 |
|
|
2014
Q3 | $2.55K | Buy |
+206
| New | +$2.55K | ﹤0.01% | 214 |
|