Baldwin Wealth Partners’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$73.8K | – | 458 |
|
|
2024
Q3 | $73.8K | Hold |
4,500
| – | – | 0.01% | 463 |
|
|
2024
Q2 | $62.9K | Hold |
4,500
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $62K | Hold |
4,500
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $63.9K | Hold |
4,500
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $56.4K | Hold |
4,500
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $55.2K | Hold |
4,500
| – | – | ﹤0.01% | 398 |
|
|
2023
Q1 | $56.8K | Sell |
4,500
-4,000
| -47% | -$50.5K | ﹤0.01% | 412 |
|
|
2022
Q4 | $147K | Buy |
8,500
+4,500
| +113% | +$77.6K | 0.01% | 271 |
|
|
2022
Q3 | $79K | Sell |
4,000
-2,500
| -38% | -$49.4K | 0.01% | 265 |
|
|
2022
Q2 | $120K | Sell |
6,500
-7,500
| -54% | -$138K | 0.02% | 236 |
|
|
2022
Q1 | $302K | Hold |
14,000
| – | – | 0.03% | 162 |
|
|
2021
Q4 | $282K | Hold |
14,000
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $284K | Hold |
14,000
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $288K | Hold |
14,000
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $270K | Hold |
14,000
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $228K | Buy |
+14,000
| New | +$228K | 0.03% | 160 |
|