Cetera Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-34,219
| Closed | -$1.18M | – | 875 |
|
|
2018
Q3 | $1.18M | Hold |
34,219
| – | – | 0.06% | 310 |
|
|
2018
Q2 | $1.38M | Hold |
34,219
| – | – | 0.08% | 253 |
|
|
2018
Q1 | $1.21M | Buy |
34,219
+500
| +1% | +$17.7K | 0.07% | 271 |
|
|
2017
Q4 | $1.15M | Hold |
33,719
| – | – | 0.07% | 268 |
|
|
2017
Q3 | $1.22M | Hold |
33,719
| – | – | 0.07% | 278 |
|
|
2017
Q2 | $1.2M | Hold |
33,719
| – | – | 0.08% | 280 |
|
|
2017
Q1 | $1.17M | Hold |
33,719
| – | – | 0.08% | 274 |
|
|
2016
Q4 | $1.27M | Hold |
33,719
| – | – | 0.1% | 224 |
|
|
2016
Q3 | $944K | Hold |
33,719
| – | – | 0.07% | 281 |
|
|
2016
Q2 | $809K | Buy |
33,719
+1,434
| +4% | +$34.4K | 0.06% | 302 |
|
|
2016
Q1 | $847K | Hold |
32,285
| – | – | 0.07% | 282 |
|
|
2015
Q4 | $738K | Hold |
32,285
| – | – | 0.06% | 321 |
|
|
2015
Q3 | $677K | Hold |
32,285
| – | – | 0.06% | 308 |
|
|
2015
Q2 | $756K | Hold |
32,285
| – | – | 0.06% | 310 |
|
|
2015
Q1 | $687K | Hold |
32,285
| – | – | 0.06% | 318 |
|
|
2014
Q4 | $816K | Hold |
32,285
| – | – | 0.08% | 288 |
|
|
2014
Q3 | $608K | Hold |
32,285
| – | – | 0.05% | 306 |
|
|
2014
Q2 | $666K | Hold |
32,285
| – | – | 0.07% | 298 |
|
|
2014
Q1 | $656K | Hold |
32,285
| – | – | 0.09% | 247 |
|
|
2013
Q4 | $684K | Sell |
32,285
-3,443
| -10% | -$72.9K | 0.1% | 224 |
|
|
2013
Q3 | $675K | Hold |
35,728
| – | – | 0.12% | 191 |
|
|
2013
Q2 | $661K | Buy |
+35,728
| New | +$661K | 0.14% | 185 |
|