WCWM
BPFH

Willow Creek Wealth Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Willow Creek Wealth Management’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,500
Closed -$184K – 117
2021
Q2 		$184K Hold
12,500
– – 0.04% 110
2021
Q1 		$167K Hold
12,500
– – 0.06% 92
2020
Q4 		$106K Buy
+12,500
New +$106K 0.04% 88