Equitable Trust’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 |
-16,205
| Closed | -$280K | – | 401 |
|
|
2022
Q4 | $280K | Hold |
16,205
| – | – | 0.02% | 345 |
|
|
2022
Q3 | $318K | Sell |
16,205
-2,300
| -12% | -$45.1K | 0.03% | 300 |
|
|
2022
Q2 | $342K | Hold |
18,505
| – | – | 0.03% | 307 |
|
|
2022
Q1 | $399K | Hold |
18,505
| – | – | 0.03% | 283 |
|
|
2021
Q4 | $373K | Hold |
18,505
| – | – | 0.02% | 291 |
|
|
2021
Q3 | $376K | Buy |
18,505
+7,130
| +63% | +$145K | 0.02% | 268 |
|
|
2021
Q2 | $234K | Buy |
+11,375
| New | +$234K | 0.02% | 335 |
|