VOYA Investment Management’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 |
-33,102
| Closed | -$488K | – | 2866 |
|
|
2021
Q2 | $488K | Sell |
33,102
-30,934
| -48% | -$456K | ﹤0.01% | 2103 |
|
|
2021
Q1 | $853K | Buy |
64,036
+125
| +0.2% | +$1.67K | ﹤0.01% | 1693 |
|
|
2020
Q4 | $540K | Buy |
63,911
+7,953
| +14% | +$67.2K | ﹤0.01% | 1867 |
|
|
2020
Q3 | $309K | Buy |
55,958
+13,000
| +30% | +$71.8K | ﹤0.01% | 1936 |
|
|
2020
Q2 | $296K | Buy |
42,958
+809
| +2% | +$5.57K | ﹤0.01% | 1974 |
|
|
2020
Q1 | $301K | Buy |
42,149
+1,652
| +4% | +$11.8K | ﹤0.01% | 1915 |
|
|
2019
Q4 | $487K | Buy |
40,497
+6,836
| +20% | +$82.2K | ﹤0.01% | 1903 |
|
|
2019
Q3 | $392K | Sell |
33,661
-1,161
| -3% | -$13.5K | ﹤0.01% | 1906 |
|
|
2019
Q2 | $420K | Sell |
34,822
-912
| -3% | -$11K | ﹤0.01% | 1894 |
|
|
2019
Q1 | $392K | Sell |
35,734
-1,195
| -3% | -$13.1K | ﹤0.01% | 1910 |
|
|
2018
Q4 | $390K | Buy |
36,929
+2,347
| +7% | +$24.8K | ﹤0.01% | 1875 |
|
|
2018
Q3 | $472K | Hold |
34,582
| – | – | ﹤0.01% | 1871 |
|
|
2018
Q2 | $550K | Sell |
34,582
-3,568
| -9% | -$56.7K | ﹤0.01% | 1761 |
|
|
2018
Q1 | $574K | Hold |
38,150
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q4 | $589K | Hold |
38,150
| – | – | ﹤0.01% | 1736 |
|
|
2017
Q3 | $631K | Hold |
38,150
| – | – | ﹤0.01% | 1709 |
|
|
2017
Q2 | $586K | Buy |
38,150
+3,387
| +10% | +$52K | ﹤0.01% | 1719 |
|
|
2017
Q1 | $570K | Hold |
34,763
| – | – | ﹤0.01% | 1647 |
|
|
2016
Q4 | $575K | Sell |
34,763
-1,551
| -4% | -$25.7K | ﹤0.01% | 1656 |
|
|
2016
Q3 | $466 | Hold |
36,314
| – | – | ﹤0.01% | 1761 |
|
|
2016
Q2 | $428K | Hold |
36,314
| – | – | ﹤0.01% | 1806 |
|
|
2016
Q1 | $416K | Hold |
36,314
| – | – | ﹤0.01% | 1805 |
|
|
2015
Q4 | $412K | Sell |
36,314
-49,461
| -58% | -$561K | ﹤0.01% | 1847 |
|
|
2015
Q3 | $1M | Sell |
85,775
-5,565
| -6% | -$65.1K | ﹤0.01% | 1290 |
|
|
2015
Q2 | $1.23M | Buy |
91,340
+49,461
| +118% | +$663K | ﹤0.01% | 1309 |
|
|
2015
Q1 | $509K | Sell |
41,879
-128,653
| -75% | -$1.56M | ﹤0.01% | 1911 |
|
|
2014
Q4 | $2.3M | Buy |
170,532
+44,203
| +35% | +$595K | 0.01% | 1041 |
|
|
2014
Q3 | $1.57M | Buy |
126,329
+25,698
| +26% | +$318K | ﹤0.01% | 1190 |
|
|
2014
Q2 | $1.35M | Hold |
100,631
| – | – | ﹤0.01% | 1300 |
|
|
2014
Q1 | $1.36M | Hold |
100,631
| – | – | ﹤0.01% | 1291 |
|
|
2013
Q4 | $1.27M | Buy |
100,631
+58,752
| +140% | +$741K | ﹤0.01% | 1311 |
|
|
2013
Q3 | $465K | Hold |
41,879
| – | – | ﹤0.01% | 1957 |
|
|
2013
Q2 | $446K | Buy |
+41,879
| New | +$446K | ﹤0.01% | 1921 |
|