Aries Wealth Management’s Brookline Bancorp BRKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-10,500
| Closed | -$91K | – | 165 |
|
2020
Q3 | $91K | Sell |
10,500
-2,000
| -16% | -$17.3K | 0.05% | 144 |
|
2020
Q2 | $126K | Sell |
12,500
-10,000
| -44% | -$101K | 0.08% | 136 |
|
2020
Q1 | $247K | Hold |
22,500
| – | – | 0.19% | 108 |
|
2019
Q4 | $366K | Hold |
22,500
| – | – | 0.22% | 103 |
|
2019
Q3 | $329K | Hold |
22,500
| – | – | 0.22% | 104 |
|
2019
Q2 | $346K | Hold |
22,500
| – | – | 0.24% | 99 |
|
2019
Q1 | $324K | Hold |
22,500
| – | – | 0.24% | 95 |
|
2018
Q4 | $311K | Hold |
22,500
| – | – | 0.33% | 79 |
|
2018
Q3 | $376K | Hold |
22,500
| – | – | 0.34% | 74 |
|
2018
Q2 | $410K | Hold |
22,500
| – | – | 0.38% | 73 |
|
2018
Q1 | $365K | Hold |
22,500
| – | – | 0.35% | 78 |
|
2017
Q4 | $372K | Buy |
+22,500
| New | +$372K | 0.34% | 78 |
|