UBS AM’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 | $1.71M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $589K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $779K | Buy |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $689K | Buy |
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|
2019
Q1 | $547K | Buy |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $488K | Hold |
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|
2018
Q2 | $569K | Hold |
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|
2018
Q1 | $538K | Hold |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $543K | Buy |
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|
2017
Q2 | $498K | Buy |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $334K | Sell |
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|
2016
Q3 | $634K | Hold |
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|
2016
Q2 | $582K | Hold |
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|
2016
Q1 | $566K | Sell |
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|
2015
Q4 | $753K | Buy |
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|
2015
Q3 | $754K | Buy |
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|
2015
Q2 | $536K | Buy |
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|
2015
Q1 | $452K | Buy |
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|
2014
Q4 | $471K | Buy |
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|
2014
Q3 | $396K | Buy |
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|
2014
Q2 | $392K | Hold |
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|
2014
Q1 | $395K | Hold |
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|
2013
Q4 | $368K | Sell |
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|
2013
Q3 | $367K | Hold |
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|
2013
Q2 | $352K | Buy |
|