Birch Hill Investment Advisors’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-583,896
| Closed | -$7.37M | – | 159 |
|
|
2023
Q1 | $7.37M | Sell |
583,896
-1,245,893
| -68% | -$15.7M | 0.46% | 43 |
|
|
2022
Q4 | $31.6M | Buy |
1,829,789
+36,187
| +2% | +$624K | 2.01% | 21 |
|
|
2022
Q3 | $35.2M | Sell |
1,793,602
-3,159
| -0.2% | -$62K | 2.38% | 17 |
|
|
2022
Q2 | $33.2M | Buy |
1,796,761
+28,026
| +2% | +$517K | 2.07% | 20 |
|
|
2022
Q1 | $38.1M | Sell |
1,768,735
-33,885
| -2% | -$730K | 2.04% | 20 |
|
|
2021
Q4 | $36.4M | Sell |
1,802,620
-15,230
| -0.8% | -$307K | 1.8% | 24 |
|
|
2021
Q3 | $36.9M | Buy |
1,817,850
+20,950
| +1% | +$425K | 1.98% | 19 |
|
|
2021
Q2 | $37M | Buy |
1,796,900
+25,200
| +1% | +$518K | 1.98% | 22 |
|
|
2021
Q1 | $34.2M | Buy |
1,771,700
+345,225
| +24% | +$6.66M | 1.95% | 23 |
|
|
2020
Q4 | $23.3M | Buy |
+1,426,475
| New | +$23.3M | 1.39% | 26 |
|