Tarbox Family Office’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 |
-204
| Closed | -$3K | – | 1202 |
|
|
2021
Q2 | $3K | Hold |
204
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $3K | Hold |
204
| – | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $2K | Hold |
204
| – | – | ﹤0.01% | 939 |
|
|
2020
Q3 | $1K | Buy |
204
+57
| +39% | +$279 | ﹤0.01% | 1127 |
|
|
2020
Q2 | $1K | Sell |
147
-48
| -25% | -$327 | ﹤0.01% | 1136 |
|
|
2020
Q1 | $1K | Buy |
195
+48
| +33% | +$246 | ﹤0.01% | 1079 |
|
|
2019
Q4 | $2K | Hold |
147
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $2K | Hold |
147
| – | – | ﹤0.01% | 829 |
|
|
2019
Q2 | $2K | Buy |
+147
| New | +$2K | ﹤0.01% | 844 |
|