Quantitative Systematic Strategies’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
Q4 | – | Sell |
-23,304
| Closed | -$272K | – | 682 |
|
|
2019
Q3 | $272K | Buy |
23,304
+10,852
| +87% | +$127K | 0.06% | 351 |
|
|
2019
Q2 | $150K | Buy |
+12,452
| New | +$150K | 0.03% | 428 |
|
|
2016
Q3 | – | Sell |
-14,580
| Closed | -$167K | – | 544 |
|
|
2016
Q2 | $167K | Buy |
14,580
+1,443
| +11% | +$16.5K | 0.08% | 339 |
|
|
2016
Q1 | $151K | Sell |
13,137
-13,615
| -51% | -$156K | 0.06% | 345 |
|
|
2015
Q4 | $309K | Buy |
+26,752
| New | +$309K | 0.08% | 391 |
|