Zurich Insurance Group’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
Q2 | – | Sell |
-113,057
| Closed | -$808K | – | 223 |
|
|
2020
Q1 | $808K | Hold |
113,057
| – | – | 0.02% | 154 |
|
|
2019
Q4 | $1.36M | Buy |
+113,057
| New | +$1.36M | 0.02% | 167 |
|
|
2019
Q3 | – | Sell |
-110,800
| Closed | -$1.34M | – | 513 |
|
|
2019
Q2 | $1.34M | Hold |
110,800
| – | – | 0.03% | 340 |
|
|
2019
Q1 | $1.21M | Buy |
+110,800
| New | +$1.21M | 0.03% | 311 |
|
|
2018
Q2 | – | Sell |
-64,000
| Closed | -$963K | – | 559 |
|
|
2018
Q1 | $963K | Hold |
64,000
| – | – | 0.02% | 444 |
|
|
2017
Q4 | $989K | Hold |
64,000
| – | – | 0.02% | 503 |
|
|
2017
Q3 | $1.06M | Hold |
64,000
| – | – | 0.03% | 518 |
|
|
2017
Q2 | $982K | Buy |
+64,000
| New | +$982K | 0.03% | 505 |
|