Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-228
| Closed | -$2K | – | 2394 |
|
|
2019
Q1 | $2K | Sell |
228
-36
| -14% | -$316 | ﹤0.01% | 2253 |
|
|
2018
Q4 | $3K | Buy |
264
+100
| +61% | +$1.14K | ﹤0.01% | 2026 |
|
|
2018
Q3 | $2K | Sell |
164
-64
| -28% | -$780 | ﹤0.01% | 2229 |
|
|
2018
Q2 | $4K | Buy |
228
+64
| +39% | +$1.12K | ﹤0.01% | 1938 |
|
|
2018
Q1 | $2K | Buy |
164
+78
| +91% | +$951 | ﹤0.01% | 2255 |
|
|
2017
Q4 | $1K | Buy |
86
+31
| +56% | +$360 | ﹤0.01% | 2383 |
|
|
2017
Q3 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 2181 |
|