J.P. Morgan Private Wealth Advisors’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,000
| Closed | -$323K | – | 1944 |
|
|
2022
Q1 | $323K | Hold |
15,000
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q4 | $303K | Hold |
15,000
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q3 | $305K | Hold |
15,000
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q2 | $309K | Buy |
15,000
+5,000
| +50% | +$103K | ﹤0.01% | 1669 |
|
|
2021
Q1 | $193K | Hold |
10,000
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q4 | $163K | Buy |
+10,000
| New | +$163K | ﹤0.01% | 1661 |
|