Beese Fulmer Investment Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,454
| Closed | -$207K | – | 222 |
|
|
2022
Q4 | $207K | Buy |
+2,454
| New | +$207K | 0.02% | 209 |
|
|
2022
Q2 | – | Sell |
-2,454
| Closed | -$200K | – | 230 |
|
|
2022
Q1 | $200K | Hold |
2,454
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $200K | Buy |
+2,454
| New | +$200K | 0.02% | 240 |
|
|
2020
Q3 | – | Sell |
-1,134
| Closed | -$76K | – | 362 |
|
|
2020
Q2 | $76K | Buy |
+1,134
| New | +$76K | 0.01% | 273 |
|