QS Investors’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
Q2 | – | Sell |
-53,800
| Closed | -$717K | – | 1269 |
|
|
2021
Q1 | $717K | Sell |
53,800
-1,200
| -2% | -$16K | 0.01% | 640 |
|
|
2020
Q4 | $465K | Hold |
55,000
| – | – | 0.01% | 819 |
|
|
2020
Q3 | $304K | Sell |
55,000
-267,100
| -83% | -$1.48M | ﹤0.01% | 915 |
|
|
2020
Q2 | $2.22M | Buy |
322,100
+100
| +0% | +$688 | 0.03% | 452 |
|
|
2020
Q1 | $2.3M | Hold |
322,000
| – | – | 0.04% | 368 |
|
|
2019
Q4 | $3.9M | Sell |
322,000
-3,900
| -1% | -$47.2K | 0.04% | 354 |
|
|
2019
Q3 | $3.8M | Hold |
325,900
| – | – | 0.04% | 355 |
|
|
2019
Q2 | $3.93M | Buy |
325,900
+126,400
| +63% | +$1.53M | 0.04% | 343 |
|
|
2019
Q1 | $2.19M | Buy |
199,500
+199,000
| +39,800% | +$2.18M | 0.02% | 567 |
|
|
2018
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1566 |
|