Nisa Investment Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55K | Buy |
241
+6
| +3% | +$238 | ﹤0.01% | 2289 |
|
|
2025
Q1 | $9.15K | Sell |
235
-355
| -60% | -$13.8K | ﹤0.01% | 2121 |
|
|
2024
Q4 | $23.3K | Hold |
590
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q3 | $18.9K | Hold |
590
| – | – | ﹤0.01% | 1927 |
|
|
2024
Q2 | $14.7K | Sell |
590
-5
| -0.8% | -$124 | ﹤0.01% | 2045 |
|
|
2024
Q1 | $15.5K | Sell |
595
-15
| -2% | -$390 | ﹤0.01% | 1957 |
|
|
2023
Q4 | $19.7K | Hold |
610
| – | – | ﹤0.01% | 1887 |
|
|
2023
Q3 | $16.7K | Buy |
610
+5
| +0.8% | +$137 | ﹤0.01% | 2068 |
|
|
2023
Q2 | $17.5K | Buy |
605
+335
| +124% | +$9.7K | ﹤0.01% | 2140 |
|
|
2023
Q1 | $8K | Hold |
270
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q4 | $10K | Hold |
270
| – | – | ﹤0.01% | 2198 |
|
|
2022
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 2227 |
|
|
2022
Q2 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 2200 |
|