Zurich Cantonal Bank’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $67K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $63K | Buy |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $61K | Hold |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $59K | Buy |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $40K | Hold |
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|
2016
Q4 | $40K | Hold |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q2 | $9K | Hold |
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|
2015
Q1 | $8K | Buy |
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