BFIM
EBSB
Beese Fulmer Investment Management’s Meridian Bancorp, Inc. EBSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,150
| Closed | -$208K | – | 246 |
|
|
2021
Q2 | $208K | Sell |
10,150
-1,700
| -14% | -$34.8K | 0.02% | 216 |
|
|
2021
Q1 | $218K | Hold |
11,850
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $177K | Buy |
11,850
+1,700
| +17% | +$25.4K | 0.02% | 201 |
|
|
2020
Q3 | $105K | Hold |
10,150
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $118K | Hold |
10,150
| – | – | 0.02% | 231 |
|
|
2020
Q1 | $114K | Hold |
10,150
| – | – | 0.02% | 176 |
|
|
2019
Q4 | $204K | Hold |
10,150
| – | – | 0.03% | 193 |
|
|
2019
Q3 | $190K | Buy |
+10,150
| New | +$190K | 0.03% | 201 |
|