CAPTRUST Financial Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,770
| Closed | -$225K | – | 5081 |
|
|
2021
Q3 | $225K | Sell |
10,770
-65
| -0.6% | -$1.36K | ﹤0.01% | 1476 |
|
|
2021
Q2 | $223K | Hold |
10,835
| – | – | ﹤0.01% | 1439 |
|
|
2021
Q1 | $200K | Buy |
10,835
+10,651
| +5,789% | +$197K | ﹤0.01% | 1479 |
|
|
2020
Q4 | $3K | Hold |
184
| – | – | ﹤0.01% | 3054 |
|
|
2020
Q3 | $2K | Buy |
+184
| New | +$2K | ﹤0.01% | 2837 |
|