Core Wealth Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$7.79K | – | 108 |
|
|
2024
Q1 | $7.79K | Hold |
300
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $9.68K | Hold |
300
| – | – | ﹤0.01% | 187 |
|
|
2023
Q3 | $8.21K | Hold |
300
| – | – | ﹤0.01% | 173 |
|
|
2023
Q2 | $8.68K | Hold |
300
| – | – | ﹤0.01% | 167 |
|
|
2023
Q1 | $9.44K | Hold |
300
| – | – | ﹤0.01% | 159 |
|
|
2022
Q4 | $10.6K | Hold |
300
| – | – | ﹤0.01% | 153 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | 0.01% | 144 |
|
|
2022
Q2 | $10K | Hold |
300
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $12K | Hold |
300
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $13K | Hold |
300
| – | – | 0.01% | 145 |
|
|
2021
Q3 | $11K | Hold |
300
| – | – | 0.01% | 130 |
|
|
2021
Q2 | $10K | Buy |
300
+100
| +50% | +$3.33K | 0.01% | 126 |
|
|
2021
Q1 | $7K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 137 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 123 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 101 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 103 |
|
|
2019
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 92 |
|