SW
BPFH
SVB Wealth’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,650
| Closed | -$231K | – | 1065 |
|
|
2021
Q2 | $231K | Hold |
15,650
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $208K | Sell |
15,650
-1,913
| -11% | -$25.4K | ﹤0.01% | 824 |
|
|
2020
Q4 | $148K | Sell |
17,563
-848
| -5% | -$7.15K | ﹤0.01% | 771 |
|
|
2020
Q3 | $102K | Buy |
+18,411
| New | +$102K | ﹤0.01% | 673 |
|
|
2018
Q4 | – | Sell |
-13,659
| Closed | -$186K | – | 440 |
|
|
2018
Q3 | $186K | Sell |
13,659
-500
| -4% | -$6.81K | 0.01% | 424 |
|
|
2018
Q2 | $225K | Buy |
+14,159
| New | +$225K | 0.01% | 407 |
|
|
2018
Q1 | – | Sell |
-20,001
| Closed | -$309K | – | 475 |
|
|
2017
Q4 | $309K | Buy |
+20,001
| New | +$309K | 0.01% | 388 |
|
|
2016
Q3 | – | Sell |
-134,242
| Closed | -$1.58M | – | 535 |
|
|
2016
Q2 | $1.58M | Buy |
134,242
+38,585
| +40% | +$454K | 0.06% | 208 |
|
|
2016
Q1 | $1.1M | Buy |
95,657
+2,320
| +2% | +$26.6K | 0.04% | 250 |
|
|
2015
Q4 | $1.06M | Buy |
93,337
+2
| +0% | +$23 | 0.04% | 262 |
|
|
2015
Q3 | $1.09M | Buy |
93,335
+266
| +0.3% | +$3.11K | 0.04% | 290 |
|
|
2015
Q2 | $1.25M | Sell |
93,069
-392,404
| -81% | -$5.26M | 0.04% | 290 |
|
|
2015
Q1 | $5.9M | Buy |
485,473
+241,330
| +99% | +$2.93M | 0.19% | 134 |
|
|
2014
Q4 | $3.29M | Buy |
+244,143
| New | +$3.29M | 0.11% | 179 |
|