Moody Aldrich Partners’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-289,084
| Closed | -$4.99M | – | 165 |
|
|
2022
Q4 | $4.99M | Buy |
289,084
+23,201
| +9% | +$400K | 1.01% | 31 |
|
|
2022
Q3 | $5.22M | Buy |
265,883
+707
| +0.3% | +$13.9K | 1.08% | 37 |
|
|
2022
Q2 | $4.9M | Sell |
265,176
-40,957
| -13% | -$756K | 0.96% | 45 |
|
|
2022
Q1 | $6.59M | Buy |
306,133
+73,615
| +32% | +$1.59M | 0.93% | 46 |
|
|
2021
Q4 | $4.69M | Buy |
+232,518
| New | +$4.69M | 0.65% | 65 |
|