Clearstead Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Clearstead Advisors’s Portfolio EBSB Stock Details EBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-519	Closed	-$11K	–	1485
2021 Q3	$11K	Buy	+519	New	+$10.3K	﹤0.01%	939

Other funds holding EBSB

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Clearstead Advisors's EBSB Position: Q4 2021 in Review

Clearstead Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 519 shares — an estimated $11K sold.

Clearstead Advisors first reported a position in EBSB in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

Clearstead Advisors reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
Clearstead Advisors sold 519 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $11K.
Clearstead Advisors first reported a position in Meridian Bancorp, Inc. in Q3 2021 and held it in 1 quarter.
Clearstead Advisors's Meridian Bancorp, Inc. position peaked at $11K in Q3 2021.
2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.