Baystate Wealth Management’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $184K | Buy |
2,795
+32
| +1% | +$2.11K | 0.01% | 208 |
|
|
2023
Q3 | $136K | Buy |
2,763
+33
| +1% | +$1.62K | 0.01% | 226 |
|
|
2023
Q2 | $122K | Buy |
2,730
+24
| +0.9% | +$1.07K | 0.01% | 232 |
|
|
2023
Q1 | $178K | Sell |
2,706
-60
| -2% | -$3.94K | 0.02% | 189 |
|
|
2022
Q4 | $234K | Buy |
2,766
+18
| +0.7% | +$1.52K | 0.02% | 177 |
|
|
2022
Q3 | $205K | Buy |
2,748
+18
| +0.7% | +$1.34K | 0.02% | 176 |
|
|
2022
Q2 | $217K | Buy |
2,730
+18
| +0.7% | +$1.43K | 0.02% | 166 |
|
|
2022
Q1 | $222K | Buy |
2,712
+16
| +0.6% | +$1.31K | 0.02% | 167 |
|
|
2021
Q4 | $220K | Buy |
2,696
+1,230
| +84% | +$100K | 0.02% | 177 |
|
|
2021
Q3 | $112K | Buy |
1,466
+10
| +0.7% | +$764 | 0.01% | 204 |
|
|
2021
Q2 | $110K | Buy |
1,456
+9
| +0.6% | +$680 | 0.01% | 199 |
|
|
2021
Q1 | $122K | Buy |
1,447
+9
| +0.6% | +$759 | 0.01% | 175 |
|
|
2020
Q4 | $105K | Buy |
1,438
+445
| +45% | +$32.5K | 0.01% | 170 |
|
|
2020
Q3 | $52K | Buy |
993
+8
| +0.8% | +$419 | 0.01% | 217 |
|
|
2020
Q2 | $66K | Buy |
985
+6
| +0.6% | +$402 | 0.01% | 200 |
|
|
2020
Q1 | $63K | Buy |
979
+5
| +0.5% | +$322 | 0.01% | 174 |
|
|
2019
Q4 | $81K | Sell |
974
-329
| -25% | -$27.4K | 0.01% | 185 |
|
|
2019
Q3 | $97K | Buy |
1,303
+8
| +0.6% | +$596 | 0.01% | 152 |
|
|
2019
Q2 | $98K | Hold |
1,295
| – | – | 0.01% | 155 |
|
|
2019
Q1 | $104K | Buy |
1,295
+7
| +0.5% | +$562 | 0.01% | 146 |
|
|
2018
Q4 | $98K | Buy |
1,288
+13
| +1% | +$989 | 0.01% | 142 |
|
|
2018
Q3 | $106K | Sell |
1,275
-136
| -10% | -$11.3K | 0.02% | 122 |
|
|
2018
Q2 | $112K | Hold |
1,411
| – | – | 0.02% | 120 |
|
|
2018
Q1 | $103K | Hold |
1,411
| – | – | 0.02% | 124 |
|
|
2017
Q4 | $104K | Buy |
1,411
+155
| +12% | +$11.4K | 0.02% | 127 |
|
|
2017
Q3 | $95K | Hold |
1,256
| – | – | 0.02% | 126 |
|
|
2017
Q2 | $84K | Hold |
1,256
| – | – | 0.02% | 129 |
|
|
2017
Q1 | $78K | Hold |
1,256
| – | – | 0.02% | 138 |
|
|
2016
Q4 | $90K | Buy |
+1,256
| New | +$90K | 0.02% | 111 |
|
|
2013
Q3 | – | Sell |
-2,171
| Closed | -$75K | – | 120 |
|
|
2013
Q2 | $75K | Buy |
+2,171
| New | +$75K | 0.04% | 75 |
|