Russell Investments 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 |
-15,303
| Closed | -$225K | – | 3324 |
|
|
2021
Q2 | $225K | Hold |
15,303
| – | – | ﹤0.01% | 2870 |
|
|
2021
Q1 | $203K | Sell |
15,303
-1,005
| -6% | -$13.3K | ﹤0.01% | 2829 |
|
|
2020
Q4 | $135K | Buy |
16,308
+1,005
| +7% | +$8.32K | ﹤0.01% | 2830 |
|
|
2020
Q3 | $84K | Sell |
15,303
-137,077
| -90% | -$752K | ﹤0.01% | 3014 |
|
|
2020
Q2 | $1.04M | Buy |
152,380
+66,536
| +78% | +$452K | ﹤0.01% | 2034 |
|
|
2020
Q1 | $616K | Sell |
85,844
-13,231
| -13% | -$94.9K | ﹤0.01% | 2087 |
|
|
2019
Q4 | $1.19M | Sell |
99,075
-4,098
| -4% | -$49.3K | ﹤0.01% | 2016 |
|
|
2019
Q3 | $1.21M | Buy |
103,173
+21,020
| +26% | +$247K | ﹤0.01% | 1919 |
|
|
2019
Q2 | $955K | Sell |
82,153
-6,132
| -7% | -$71.3K | ﹤0.01% | 2007 |
|
|
2019
Q1 | $968K | Buy |
88,285
+57,749
| +189% | +$633K | ﹤0.01% | 2078 |
|
|
2018
Q4 | $322K | Sell |
30,536
-40,297
| -57% | -$425K | ﹤0.01% | 2462 |
|
|
2018
Q3 | $966K | Sell |
70,833
-5,444
| -7% | -$74.2K | ﹤0.01% | 2126 |
|
|
2018
Q2 | $1.21M | Hold |
76,277
| – | – | ﹤0.01% | 2014 |
|
|
2018
Q1 | $1.15M | Buy |
76,277
+8,483
| +13% | +$128K | ﹤0.01% | 2140 |
|
|
2017
Q4 | $1.05M | Buy |
67,794
+20,076
| +42% | +$312K | ﹤0.01% | 2137 |
|
|
2017
Q3 | $790K | Buy |
47,718
+10,191
| +27% | +$169K | ﹤0.01% | 2251 |
|
|
2017
Q2 | $576K | Buy |
37,527
+5,223
| +16% | +$80.2K | ﹤0.01% | 2359 |
|
|
2017
Q1 | $530K | Buy |
+32,304
| New | +$530K | ﹤0.01% | 2403 |
|