IFP Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$39 | – | 4600 |
|
|
2025
Q1 | $39 | Hold |
1
| – | – | ﹤0.01% | 4067 |
|
|
2024
Q4 | $40 | Buy |
+1
| New | +$40 | ﹤0.01% | 4318 |
|
|
2023
Q4 | – | Sell |
-8,000
| Closed | -$219K | – | 3119 |
|
|
2023
Q3 | $219K | Sell |
8,000
-2,200
| -22% | -$60.2K | 0.01% | 928 |
|
|
2023
Q2 | $295K | Hold |
10,200
| – | – | 0.01% | 845 |
|
|
2023
Q1 | $408K | Sell |
10,200
-9,522
| -48% | -$381K | 0.02% | 664 |
|
|
2022
Q4 | $789K | Buy |
19,722
+19,400
| +6,025% | +$776K | 0.02% | 713 |
|
|
2022
Q3 | $13K | Buy |
+322
| New | +$13K | ﹤0.01% | 3438 |
|