Pathstone Family Office’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $294K | Buy |
5,922
+1,301
| +28% | +$64.5K | ﹤0.01% | 1317 |
|
|
2023
Q2 | $208K | Sell |
4,621
-774
| -14% | -$34.9K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $361K | Sell |
5,395
-8,015
| -60% | -$536K | 0.01% | 833 |
|
|
2022
Q4 | $1.1M | Buy |
13,410
+501
| +4% | +$40.9K | 0.01% | 758 |
|
|
2022
Q3 | $966K | Buy |
12,909
+7,257
| +128% | +$543K | 0.01% | 759 |
|
|
2022
Q2 | $451K | Buy |
5,652
+888
| +19% | +$70.9K | 0.01% | 618 |
|
|
2022
Q1 | $450K | Buy |
4,764
+457
| +11% | +$43.2K | 0.01% | 585 |
|
|
2021
Q4 | $354K | Buy |
4,307
+7
| +0.2% | +$575 | 0.01% | 662 |
|
|
2021
Q3 | $330K | Buy |
4,300
+300
| +8% | +$23K | 0.01% | 645 |
|
|
2021
Q2 | $304K | Buy |
+4,000
| New | +$304K | 0.01% | 642 |
|
|
2017
Q2 | – | Sell |
-27
| Closed | -$2K | – | 514 |
|
|
2017
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 389 |
|