Baystate Wealth Management’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $777K | Buy |
54,729
+40,458
| +283% | +$575K | 0.06% | 108 |
|
|
2023
Q3 | $179K | Buy |
14,271
+108
| +0.8% | +$1.35K | 0.01% | 209 |
|
|
2023
Q2 | $174K | Buy |
14,163
+108
| +0.8% | +$1.33K | 0.01% | 201 |
|
|
2023
Q1 | $177K | Buy |
14,055
+119
| +0.9% | +$1.5K | 0.02% | 190 |
|
|
2022
Q4 | $240K | Buy |
13,936
+75
| +0.5% | +$1.29K | 0.02% | 176 |
|
|
2022
Q3 | $272K | Buy |
13,861
+69
| +0.5% | +$1.35K | 0.03% | 160 |
|
|
2022
Q2 | $255K | Sell |
13,792
-5,064
| -27% | -$93.6K | 0.02% | 161 |
|
|
2022
Q1 | $406K | Buy |
18,856
+86
| +0.5% | +$1.85K | 0.04% | 129 |
|
|
2021
Q4 | $379K | Buy |
18,770
+73
| +0.4% | +$1.47K | 0.03% | 128 |
|
|
2021
Q3 | $380K | Buy |
18,697
+14,501
| +346% | +$295K | 0.04% | 112 |
|
|
2021
Q2 | $86K | Buy |
4,196
+16
| +0.4% | +$328 | 0.01% | 221 |
|
|
2021
Q1 | $81K | Buy |
+4,180
| New | +$81K | 0.01% | 216 |
|