Select Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-137,651
| Closed | -$760K | – | 173 |
|
|
2020
Q3 | $760K | Sell |
137,651
-217,761
| -61% | -$1.2M | ﹤0.01% | 120 |
|
|
2020
Q2 | $2.45M | Sell |
355,412
-1,358,428
| -79% | -$9.35M | 0.01% | 112 |
|
|
2020
Q1 | $12.3M | Buy |
1,713,840
+315,544
| +23% | +$2.26M | 0.08% | 85 |
|
|
2019
Q4 | $16.8M | Sell |
1,398,296
-120,254
| -8% | -$1.45M | 0.11% | 79 |
|
|
2019
Q3 | $17.7M | Buy |
1,518,550
+631,500
| +71% | +$7.36M | 0.12% | 80 |
|
|
2019
Q2 | $10.7M | Buy |
+887,050
| New | +$10.7M | 0.07% | 83 |
|