J.P. Morgan Private Wealth Advisors’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,983
| Closed | -$721K | – | 1679 |
|
|
2023
Q1 | $721K | Sell |
10,983
-628
| -5% | -$41.2K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $980K | Buy |
11,611
+33
| +0.3% | +$2.79K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $863K | Sell |
11,578
-139
| -1% | -$10.4K | ﹤0.01% | 1212 |
|
|
2022
Q2 | $931K | Sell |
11,717
-483
| -4% | -$38.4K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $997K | Buy |
12,200
+1,927
| +19% | +$157K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $838K | Buy |
10,273
+1,577
| +18% | +$129K | ﹤0.01% | 1331 |
|
|
2021
Q3 | $662K | Buy |
8,696
+1,016
| +13% | +$77.3K | ﹤0.01% | 1396 |
|
|
2021
Q2 | $580K | Buy |
7,680
+1,531
| +25% | +$116K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $518K | Sell |
6,149
-2,643
| -30% | -$223K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $642K | Buy |
8,792
+681
| +8% | +$49.7K | ﹤0.01% | 1193 |
|
|
2020
Q3 | $425K | Buy |
8,111
+2,325
| +40% | +$122K | ﹤0.01% | 1219 |
|
|
2020
Q2 | $388K | Buy |
5,786
+275
| +5% | +$18.4K | ﹤0.01% | 1210 |
|
|
2020
Q1 | $355K | Sell |
5,511
-14
| -0.3% | -$902 | ﹤0.01% | 1068 |
|
|
2019
Q4 | $460K | Buy |
+5,525
| New | +$460K | ﹤0.01% | 1081 |
|
|
2017
Q2 | – | Sell |
-10,457
| Closed | -$680K | – | 1286 |
|
|
2017
Q1 | $680K | Buy |
10,457
+956
| +10% | +$62.2K | 0.01% | 754 |
|
|
2016
Q4 | $669K | Sell |
9,501
-2,059
| -18% | -$145K | 0.01% | 709 |
|
|
2016
Q3 | $625K | Hold |
11,560
| – | – | 0.01% | 716 |
|
|
2016
Q2 | $528K | Buy |
11,560
+844
| +8% | +$38.5K | 0.01% | 763 |
|
|
2016
Q1 | $493K | Buy |
10,716
+206
| +2% | +$9.48K | ﹤0.01% | 762 |
|
|
2015
Q4 | $489K | Hold |
10,510
| – | – | 0.01% | 694 |
|
|
2015
Q3 | $485K | Sell |
10,510
-37
| -0.4% | -$1.71K | 0.01% | 625 |
|
|
2015
Q2 | $495K | Sell |
10,547
-1,160
| -10% | -$54.4K | 0.01% | 679 |
|
|
2015
Q1 | $514K | Sell |
11,707
-590
| -5% | -$25.9K | 0.01% | 714 |
|
|
2014
Q4 | $526K | Sell |
12,297
-190
| -2% | -$8.13K | 0.01% | 689 |
|
|
2014
Q3 | $446K | Hold |
12,487
| – | – | 0.01% | 723 |
|
|
2014
Q2 | $479K | Buy |
12,487
+1,100
| +10% | +$42.2K | 0.01% | 581 |
|
|
2014
Q1 | $448K | Buy |
+11,387
| New | +$448K | 0.01% | 604 |
|