Prelude Capital Management’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
Q3 | – | Sell |
-317,963
| Closed | -$4.69M | – | 1928 |
|
|
2021
Q2 | $4.69M | Buy |
317,963
+273,357
| +613% | +$4.03M | 0.14% | 69 |
|
|
2021
Q1 | $594K | Buy |
+44,606
| New | +$594K | 0.02% | 521 |
|
|
2020
Q4 | – | Sell |
-3,414
| Closed | -$19K | – | 1793 |
|
|
2020
Q3 | $19K | Hold |
3,414
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q2 | $23K | Hold |
3,414
| – | – | ﹤0.01% | 922 |
|
|
2020
Q1 | $24K | Buy |
3,414
+2,528
| +285% | +$17.8K | ﹤0.01% | 618 |
|
|
2019
Q4 | $11K | Buy |
+886
| New | +$11K | ﹤0.01% | 1234 |
|
|
2019
Q2 | – | Sell |
-694
| Closed | -$8K | – | 1875 |
|
|
2019
Q1 | $8K | Buy |
+694
| New | +$8K | ﹤0.01% | 1184 |
|
|
2018
Q4 | – | Sell |
-1,029
| Closed | -$14K | – | 1875 |
|
|
2018
Q3 | $14K | Buy |
+1,029
| New | +$14K | ﹤0.01% | 1043 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$4K | – | 1838 |
|
|
2016
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1427 |
|