Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$72K | – | 956 |
|
|
2020
Q1 | $72K | Hold |
10,000
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $120K | Sell |
10,000
-168
| -2% | -$2.02K | 0.01% | 921 |
|
|
2019
Q3 | $119K | Buy |
10,168
+168
| +2% | +$1.97K | 0.01% | 896 |
|
|
2019
Q2 | $121K | Hold |
10,000
| – | – | 0.01% | 870 |
|
|
2019
Q1 | $110K | Hold |
10,000
| – | – | 0.01% | 844 |
|
|
2018
Q4 | $106K | Hold |
10,000
| – | – | 0.01% | 786 |
|
|
2018
Q3 | $137K | Hold |
10,000
| – | – | 0.01% | 851 |
|
|
2018
Q2 | $159K | Hold |
10,000
| – | – | 0.01% | 813 |
|
|
2018
Q1 | $151K | Buy |
+10,000
| New | +$151K | 0.01% | 689 |
|