Middleton & Co’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,212
| Closed | -$211K | – | 156 |
|
|
2023
Q1 | $211K | Hold |
3,212
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $271K | Sell |
3,212
-300
| -9% | -$25.4K | 0.04% | 139 |
|
|
2022
Q3 | $262K | Hold |
3,512
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $279K | Sell |
3,512
-6
| -0.2% | -$477 | 0.04% | 138 |
|
|
2022
Q1 | $287K | Hold |
3,518
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $287K | Buy |
3,518
+6
| +0.2% | +$498 | 0.03% | 146 |
|
|
2021
Q3 | $267K | Sell |
3,512
-520
| -13% | -$38.1K | 0.03% | 143 |
|
|
2021
Q2 | $304K | Sell |
4,032
-10
| -0.2% | -$804 | 0.03% | 134 |
|
|
2021
Q1 | $340K | Hold |
4,042
| – | – | 0.04% | 131 |
|
|
2020
Q4 | $295K | Sell |
4,042
-242
| -6% | -$15.7K | 0.03% | 134 |
|
|
2020
Q3 | $224K | Hold |
4,284
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $287K | Hold |
4,284
| – | – | 0.04% | 129 |
|
|
2020
Q1 | $276K | Buy |
4,284
+22
| +0.5% | +$1.57K | 0.05% | 126 |
|
|
2019
Q4 | $355K | Sell |
4,262
-22
| -0.5% | -$1.8K | 0.05% | 119 |
|
|
2019
Q3 | $320K | Hold |
4,284
| – | – | 0.05% | 125 |
|
|
2019
Q2 | $326K | Buy |
4,284
+1,079
| +34% | +$84.1K | 0.05% | 126 |
|
|
2019
Q1 | $260K | Hold |
3,205
| – | – | 0.04% | 132 |
|
|
2018
Q4 | $225K | Sell |
3,205
-25
| -0.8% | -$1.94K | 0.04% | 133 |
|
|
2018
Q3 | $267K | Hold |
3,230
| – | – | 0.04% | 143 |
|
|
2018
Q2 | $253K | Sell |
3,230
-140
| -4% | -$10.7K | 0.04% | 145 |
|
|
2018
Q1 | $241K | Sell |
3,370
-40
| -1% | -$2.88K | 0.04% | 147 |
|
|
2017
Q4 | $238K | Sell |
3,410
-945
| -22% | -$67.7K | 0.04% | 156 |
|
|
2017
Q3 | $325K | Sell |
4,355
-30
| -0.7% | -$2.09K | 0.06% | 146 |
|
|
2017
Q2 | $292K | Sell |
4,385
-940
| -18% | -$59.9K | 0.06% | 132 |
|
|
2017
Q1 | $346K | Sell |
5,325
-2,951
| -36% | -$190K | 0.08% | 124 |
|
|
2016
Q4 | $583K | Sell |
8,276
-34,139
| -80% | -$2.09M | 0.13% | 111 |
|
|
2016
Q3 | $2.29M | Buy |
42,415
+36,209
| +583% | +$1.84M | 0.51% | 60 |
|
|
2016
Q2 | $284K | Buy |
+6,206
| New | +$290K | 0.07% | 135 |
|
Other funds holding INDB
SAM
NI
