Sutton Wealth Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $29.8K | Hold |
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|
2020
Q4 | $18.9K | Hold |
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|
2020
Q3 | $12.4K | Buy |
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|
2020
Q2 | $4.14K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15.5K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $21.6K | Hold |
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|
2018
Q3 | $27.9K | Buy |
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