IFP Advisors’s Enterprise Bancorp EBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$39 Hold
2024
Q4
$40 Buy
2023
Q4
Sell
2023
Q3
$219K Sell
2023
Q2
$295K Hold
2023
Q1
$408K Sell
2022
Q4
$789K Buy
2022
Q3
$13K Buy