WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,571
| Closed | -$169K | – | 156 |
|
|
2020
Q2 | $169K | Sell |
24,571
-2,730
| -10% | -$18.8K | 0.03% | 100 |
|
|
2020
Q1 | $195K | Buy |
27,301
+8,625
| +46% | +$61.6K | 0.04% | 81 |
|
|
2019
Q4 | $225K | Sell |
18,676
-22,312
| -54% | -$269K | 0.02% | 181 |
|
|
2019
Q3 | $478K | Sell |
40,988
-5,057
| -11% | -$59K | 0.05% | 160 |
|
|
2019
Q2 | $556K | Buy |
+46,045
| New | +$556K | 0.05% | 182 |
|
|
2016
Q4 | – | Sell |
-112,272
| Closed | -$1.44M | – | 420 |
|
|
2016
Q3 | $1.44M | Buy |
+112,272
| New | +$1.44M | 0.06% | 183 |
|