XTX Topco’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
-18,569
Closed -$274K 1219
2021
Q2
$274K Buy
18,569
+2,999
+19% +$44.3K 0.09% 416
2021
Q1
$207K Buy
+15,570
New +$207K 0.1% 485