Quadrant Capital Group’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 |
-1,545
| Closed | -$23K | – | 2745 |
|
|
2021
Q2 | $23K | Hold |
1,545
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q1 | $21K | Sell |
1,545
-11
| -0.7% | -$150 | ﹤0.01% | 1168 |
|
|
2020
Q4 | $13K | Hold |
1,556
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q3 | $9K | Buy |
+1,556
| New | +$9K | ﹤0.01% | 1298 |
|
|
2020
Q2 | – | Sell |
-213
| Closed | -$2K | – | 2494 |
|
|
2020
Q1 | $2K | Sell |
213
-615
| -74% | -$5.78K | ﹤0.01% | 1931 |
|
|
2019
Q4 | $9K | Buy |
828
+624
| +306% | +$6.78K | ﹤0.01% | 1937 |
|
|
2019
Q3 | $2K | Buy |
+204
| New | +$2K | ﹤0.01% | 2149 |
|
|
2019
Q2 | – | Sell |
-173
| Closed | -$1K | – | 2444 |
|
|
2019
Q1 | $1K | Hold |
173
| – | – | ﹤0.01% | 2225 |
|
|
2018
Q4 | $1K | Sell |
173
-112
| -39% | -$647 | ﹤0.01% | 2143 |
|
|
2018
Q3 | $3K | Hold |
285
| – | – | ﹤0.01% | 1783 |
|
|
2018
Q2 | $4K | Hold |
285
| – | – | ﹤0.01% | 1679 |
|
|
2018
Q1 | $4K | Hold |
285
| – | – | ﹤0.01% | 1645 |
|
|
2017
Q4 | $4K | Hold |
285
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q3 | $4K | Buy |
285
+148
| +108% | +$2.08K | ﹤0.01% | 1580 |
|
|
2017
Q2 | $0 | Hold |
137
| – | – | ﹤0.01% | 2143 |
|
|
2017
Q1 | $2K | Hold |
137
| – | – | ﹤0.01% | 1697 |
|
|
2016
Q4 | $2K | Hold |
137
| – | – | ﹤0.01% | 1573 |
|
|
2016
Q3 | $1K | Hold |
137
| – | – | ﹤0.01% | 1870 |
|
|
2016
Q2 | $1K | Buy |
+137
| New | +$1K | ﹤0.01% | 1846 |
|