Sutton Wealth Advisors’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 |
-2,239
| Closed | -$33K | – | 1361 |
|
|
2021
Q2 | $33K | Hold |
2,239
| – | – | 0.01% | 541 |
|
|
2021
Q1 | $29.8K | Hold |
2,239
| – | – | 0.01% | 555 |
|
|
2020
Q4 | $18.9K | Hold |
2,239
| – | – | 0.01% | 631 |
|
|
2020
Q3 | $12.4K | Buy |
2,239
+1,637
| +272% | +$9.04K | 0.01% | 682 |
|
|
2020
Q2 | $4.14K | Buy |
+602
| New | +$4.14K | ﹤0.01% | 956 |
|
|
2020
Q1 | – | Sell |
-1,328
| Closed | -$16K | – | 1286 |
|
|
2019
Q4 | $16K | Hold |
1,328
| – | – | 0.01% | 685 |
|
|
2019
Q3 | $15.5K | Hold |
1,328
| – | – | 0.01% | 668 |
|
|
2019
Q2 | $16K | Buy |
+1,328
| New | +$16K | 0.01% | 645 |
|
|
2019
Q1 | – | Sell |
-2,046
| Closed | -$21.6K | – | 1257 |
|
|
2018
Q4 | $21.6K | Hold |
2,046
| – | – | 0.01% | 500 |
|
|
2018
Q3 | $27.9K | Buy |
+2,046
| New | +$27.9K | 0.02% | 468 |
|