Simplex Trading’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 | – | Hold |
0
| – | – | – | 4213 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4364 |
|
|
2021
Q1 | – | Sell |
-2,675
| Closed | -$22K | – | 4154 |
|
|
2020
Q4 | $22K | Buy |
2,675
+422
| +19% | +$3.47K | ﹤0.01% | 1772 |
|
|
2020
Q3 | $12K | Sell |
2,253
-2,910
| -56% | -$15.5K | ﹤0.01% | 1722 |
|
|
2020
Q2 | $35K | Buy |
+5,163
| New | +$35K | ﹤0.01% | 1333 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3469 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3384 |
|
|
2018
Q4 | – | Sell |
-569
| Closed | -$7K | – | 3266 |
|
|
2018
Q3 | $7K | Buy |
+569
| New | +$7K | ﹤0.01% | 1731 |
|
|
2018
Q2 | – | Sell |
-787
| Closed | -$11K | – | 3288 |
|
|
2018
Q1 | $11K | Sell |
787
-16,477
| -95% | -$230K | ﹤0.01% | 1568 |
|
|
2017
Q4 | $266K | Buy |
17,264
+16,248
| +1,599% | +$250K | 0.01% | 644 |
|
|
2017
Q3 | $16K | Buy |
+1,016
| New | +$16K | ﹤0.01% | 1332 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3104 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3078 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3051 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3046 |
|
|
2015
Q3 | – | Sell |
-89
| Closed | -$1K | – | 2909 |
|
|
2015
Q2 | $1K | Buy |
+89
| New | +$1K | ﹤0.01% | 1715 |
|