SVB Wealth’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 |
|
|||||
|
2021
Q2 | $231K | Hold |
|
|||||
|
2021
Q1 | $208K | Sell |
|
|||||
|
2020
Q4 | $148K | Sell |
|
|||||
|
2020
Q3 | $102K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $186K | Sell |
|
|||||
|
2018
Q2 | $225K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $309K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $1.58M | Buy |
|
|||||
|
2016
Q1 | $1.09M | Buy |
|
|||||
|
2015
Q4 | $1.06M | Buy |
|
|||||
|
2015
Q3 | $1.09M | Buy |
|
|||||
|
2015
Q2 | $1.25M | Sell |
|
|||||
|
2015
Q1 | $5.9M | Buy |
|
|||||
|
2014
Q4 | $3.29M | Buy |
|