Everence Capital Management’s Independent Bank INDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,640	Closed	-$233	–	785
2024 Q2	$233	Hold	4,640	–	–	0.02%	631
2024 Q1	$241	Hold	4,640	–	–	0.02%	651
2023 Q4	$305K	Buy	+4,640	New	+$256K	0.02%	557
2023 Q3	–	Sell	-6,760	Closed	-$298K	–	763
2023 Q2	$298K	Hold	6,760	–	–	0.02%	525
2023 Q1	$444	Sell	6,760 -140	-2%	-$10.7K	0.04%	400
2022 Q4	$583	Hold	6,900	–	–	0.05%	325
2022 Q3	$514K	Hold	6,900	–	–	0.05%	338
2022 Q2	$548K	Buy	6,900 +1,320	+24%	+$105K	0.05%	307
2022 Q1	$456K	Sell	5,580 -1,510	-21%	-$127K	0.03%	433
2021 Q4	$578K	Buy	7,090 +1,510	+27%	+$125K	0.04%	361
2021 Q3	$425K	Hold	5,580	–	–	0.03%	448
2021 Q2	$421K	Hold	5,580	–	–	0.03%	442
2021 Q1	$470K	Hold	5,580	–	–	0.04%	394
2020 Q4	$408K	Hold	5,580	–	–	0.04%	405
2020 Q3	$292K	Hold	5,580	–	–	0.03%	469
2020 Q2	$388K	Hold	5,580	–	–	0.05%	379
2020 Q1	$359K	Buy	5,580 +480	+9%	+$34.3K	0.05%	334
2019 Q4	$425K	Hold	5,100	–	–	0.06%	343
2019 Q3	$381K	Hold	5,100	–	–	0.06%	348
2019 Q2	$388K	Buy	5,100 +1,370	+37%	+$107K	0.06%	341
2019 Q1	$302K	Buy	+3,730	New	+$296K	0.05%	407