KFS
EBSB
Kelly Financial Services’s Meridian Bancorp, Inc. EBSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38,158
| Closed | -$741K | – | 712 |
|
|
2021
Q3 | $741K | Sell |
38,158
-692,469
| -95% | -$13.5M | 0.42% | 24 |
|
|
2021
Q2 | $38.2M | Buy |
730,627
+692,469
| +1,815% | +$36.2M | 1.48% | 9 |
|
|
2021
Q1 | $658K | Hold |
38,158
| – | – | 0.41% | 18 |
|
|
2020
Q4 | $532K | Hold |
38,158
| – | – | 0.36% | 15 |
|
|
2020
Q3 | $370K | Sell |
38,158
-113
| -0.3% | -$1.1K | 0.27% | 15 |
|
|
2020
Q2 | $416K | Hold |
38,271
| – | – | 0.32% | 16 |
|
|
2020
Q1 | $402K | Hold |
38,271
| – | – | 0.5% | 12 |
|
|
2019
Q4 | $720K | Hold |
38,271
| – | – | 0.55% | 10 |
|
|
2019
Q3 | $672K | Hold |
38,271
| – | – | 0.61% | 8 |
|
|
2019
Q2 | $641K | Hold |
38,271
| – | – | 0.58% | 8 |
|
|
2019
Q1 | $562K | Buy |
+38,271
| New | +$562K | 0.63% | 9 |
|