EWM

Endurance Wealth Management’s Independent Bank INDB Stock Holding History

Endurance Wealth Management’s Portfolio INDB Stock Details INDB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.23M	Hold	94,981	–	–	0.58%	47
2023 Q1	$6.23M	Hold	94,981	–	–	0.88%	32
2022 Q4	$8.02M	Hold	94,981	–	–	1.21%	26
2022 Q3	$7.08M	Hold	94,981	–	–	1.17%	25
2022 Q2	$7.54M	Hold	94,981	–	–	1.15%	27
2022 Q1	$7.76M	Hold	94,981	–	–	1%	28
2021 Q4	$7.74M	Hold	94,981	–	–	0.83%	35
2021 Q3	$7.23M	Hold	94,981	–	–	0.8%	36
2021 Q2	$7.17M	Hold	94,981	–	–	0.8%	36
2021 Q1	$8M	Sell	94,981 -14,699	-13%	-$1.24M	0.94%	30
2020 Q4	$8.01M	Hold	109,680	–	–	1.01%	28
2020 Q3	$5.75M	Hold	109,680	–	–	0.85%	31
2020 Q2	$7.36M	Hold	109,680	–	–	1.21%	25
2020 Q1	$7.06M	Hold	109,680	–	–	1.36%	23
2019 Q4	$9.13M	Hold	109,680	–	–	1.4%	20
2019 Q3	$8.19M	Hold	109,680	–	–	1.36%	21
2019 Q2	$8.35M	Hold	109,680	–	–	1.31%	22
2019 Q1	$8.89M	Hold	109,680	–	–	1.45%	20
2018 Q4	$7.71M	Hold	109,680	–	–	1.44%	21
2018 Q3	$9.06M	Sell	109,680 -17,728	-14%	-$1.46M	1.43%	19
2018 Q2	$9.99M	Hold	127,408	–	–	1.65%	19
2018 Q1	$9.12M	Hold	127,408	–	–	1.53%	19
2017 Q4	$8.9M	Hold	127,408	–	–	1.43%	21
2017 Q3	$9.51M	Hold	127,408	–	–	1.58%	18
2017 Q2	$8.49M	Hold	127,408	–	–	1.44%	21
2017 Q1	$8.28M	Sell	127,408 -28,481	-18%	-$1.85M	1.43%	22
2016 Q4	$11M	Hold	155,889	–	–	1.96%	8
2016 Q3	$8.43M	Hold	155,889	–	–	1.51%	19
2016 Q2	$7.12M	Hold	155,889	–	–	1.34%	26
2016 Q1	$7.17K	Hold	155,889	–	–	1.01%	25
2015 Q4	$7.25M	Buy	155,889 +605	+0.4%	+$28.1K	1.38%	21
2015 Q3	$7.19M	Sell	155,284 -605	-0.4%	-$28K	1.26%	22
2015 Q2	$7.31M	Hold	155,889	–	–	1.23%	24
2015 Q1	$6.84M	Hold	155,889	–	–	1.19%	23
2014 Q4	$6.67M	Hold	155,889	–	–	1.19%	22
2014 Q3	$5.57M	Hold	155,889	–	–	1.04%	31
2014 Q2	$5.98M	Hold	155,889	–	–	1%	32
2014 Q1	$6.14M	Sell	155,889 -8,621	-5%	-$339K	1.19%	27
2013 Q4	$6.44M	Hold	164,510	–	–	1.27%	25
2013 Q3	$5.87M	Hold	164,510	–	–	1.24%	27
2013 Q2	$5.68M	Buy	+164,510	New	+$5.68M	1.27%	22