Charter Oak Capital Management’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-538
| Closed | -$10K | – | 346 |
|
|
2022
Q2 | $10K | Hold |
538
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $12K | Hold |
538
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $11K | Hold |
538
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $11K | Sell |
538
-112
| -17% | -$2.29K | ﹤0.01% | 556 |
|
|
2021
Q2 | $13K | Buy |
650
+150
| +30% | +$3K | ﹤0.01% | 528 |
|
|
2021
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 539 |
|