BWM
Baystate Wealth Management’s Brookline Bancorp BRKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $192K | Buy |
17,584
+249
| +1% | +$2.72K | 0.01% | 206 |
|
|
2023
Q3 | $158K | Buy |
17,335
+243
| +1% | +$2.21K | 0.01% | 213 |
|
|
2023
Q2 | $149K | Buy |
17,092
+1,393
| +9% | +$12.2K | 0.01% | 214 |
|
|
2023
Q1 | $165K | Sell |
15,699
-2,474
| -14% | -$26K | 0.01% | 197 |
|
|
2022
Q4 | $257K | Buy |
18,173
+3,160
| +21% | +$44.7K | 0.02% | 172 |
|
|
2022
Q3 | $175K | Buy |
15,013
+144
| +1% | +$1.68K | 0.02% | 189 |
|
|
2022
Q2 | $198K | Buy |
14,869
+135
| +0.9% | +$1.8K | 0.02% | 177 |
|
|
2022
Q1 | $233K | Buy |
14,734
+106
| +0.7% | +$1.68K | 0.02% | 163 |
|
|
2021
Q4 | $237K | Buy |
14,628
+109
| +0.8% | +$1.77K | 0.02% | 174 |
|
|
2021
Q3 | $222K | Buy |
14,519
+722
| +5% | +$11K | 0.02% | 146 |
|
|
2021
Q2 | $206K | Buy |
13,797
+101
| +0.7% | +$1.51K | 0.02% | 141 |
|
|
2021
Q1 | $205K | Buy |
13,696
+1,637
| +14% | +$24.5K | 0.02% | 137 |
|
|
2020
Q4 | $145K | Buy |
12,059
+661
| +6% | +$7.95K | 0.02% | 142 |
|
|
2020
Q3 | $99K | Buy |
11,398
+130
| +1% | +$1.13K | 0.01% | 158 |
|
|
2020
Q2 | $114K | Buy |
11,268
+124
| +1% | +$1.26K | 0.01% | 146 |
|
|
2020
Q1 | $126K | Buy |
11,144
+86
| +0.8% | +$972 | 0.02% | 125 |
|
|
2019
Q4 | $182K | Buy |
11,058
+79
| +0.7% | +$1.3K | 0.02% | 118 |
|
|
2019
Q3 | $162K | Buy |
10,979
+85
| +0.8% | +$1.25K | 0.02% | 118 |
|
|
2019
Q2 | $166K | Buy |
10,894
+79
| +0.7% | +$1.2K | 0.02% | 114 |
|
|
2019
Q1 | $161K | Buy |
10,815
+70
| +0.7% | +$1.04K | 0.02% | 115 |
|
|
2018
Q4 | $156K | Buy |
10,745
+75
| +0.7% | +$1.09K | 0.02% | 112 |
|
|
2018
Q3 | $179K | Sell |
10,670
-267
| -2% | -$4.48K | 0.03% | 92 |
|
|
2018
Q2 | $202K | Buy |
10,937
+64
| +0.6% | +$1.18K | 0.03% | 86 |
|
|
2018
Q1 | $180K | Sell |
10,873
-3
| -0% | -$50 | 0.03% | 89 |
|
|
2017
Q4 | $179K | Buy |
10,876
+1,735
| +19% | +$28.6K | 0.03% | 93 |
|
|
2017
Q3 | $144K | Hold |
9,141
| – | – | 0.02% | 95 |
|
|
2017
Q2 | $132K | Hold |
9,141
| – | – | 0.02% | 98 |
|
|
2017
Q1 | $136K | Hold |
9,141
| – | – | 0.03% | 101 |
|
|
2016
Q4 | $153K | Buy |
+9,141
| New | +$153K | 0.03% | 82 |
|
|
2013
Q3 | – | Sell |
-4,934
| Closed | -$43K | – | 51 |
|
|
2013
Q2 | $43K | Buy |
+4,934
| New | +$43K | 0.02% | 109 |
|