Proficio Capital Partners’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,714
| Closed | -$368K | – | 303 |
|
|
2023
Q2 | $368K | Hold |
12,714
| – | – | 0.05% | 187 |
|
|
2023
Q1 | $400K | Hold |
12,714
| – | – | 0.06% | 169 |
|
|
2022
Q4 | $449K | Hold |
12,714
| – | – | 0.09% | 146 |
|
|
2022
Q3 | $380K | Buy |
12,714
+1,834
| +17% | +$54.8K | 0.07% | 149 |
|
|
2022
Q2 | $350K | Buy |
10,880
+4,670
| +75% | +$150K | 0.07% | 167 |
|
|
2022
Q1 | $249K | Hold |
6,210
| – | – | 0.04% | 237 |
|
|
2021
Q4 | $279K | Hold |
6,210
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $223K | Buy |
+6,210
| New | +$223K | 0.03% | 272 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$1K | – | 1974 |
|
|
2019
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1501 |
|