Envestnet Asset Management’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,353
| Closed | -$455K | – | 4006 |
|
|
2022
Q4 | $455K | Buy |
26,353
+1,413
| +6% | +$24.4K | ﹤0.01% | 3150 |
|
|
2022
Q3 | $490K | Buy |
24,940
+51
| +0.2% | +$1K | ﹤0.01% | 3028 |
|
|
2022
Q2 | $459K | Buy |
24,889
+2,636
| +12% | +$48.6K | ﹤0.01% | 3094 |
|
|
2022
Q1 | $479K | Buy |
22,253
+5,527
| +33% | +$119K | ﹤0.01% | 3147 |
|
|
2021
Q4 | $337K | Buy |
+16,726
| New | +$337K | ﹤0.01% | 3339 |
|