UBS’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $91K | Buy |
7,369
+182
| +3% | +$2.25K | ﹤0.01% | 4256 |
|
|
2014
Q2 | $97K | Sell |
7,187
-4,968
| -41% | -$67.1K | ﹤0.01% | 4180 |
|
|
2014
Q1 | $165K | Buy |
12,155
+10,838
| +823% | +$147K | ﹤0.01% | 3855 |
|
|
2013
Q4 | $17K | Sell |
1,317
-1,016
| -44% | -$13.1K | ﹤0.01% | 5328 |
|
|
2013
Q3 | $26K | Sell |
2,333
-3,124
| -57% | -$34.8K | ﹤0.01% | 4879 |
|
|
2013
Q2 | $58K | Buy |
+5,457
| New | +$58K | ﹤0.01% | 4162 |
|