Raymond James Financial Services Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,445
| Closed | -$498K | – | 2788 |
|
|
2020
Q1 | $498K | Hold |
18,445
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q4 | $625K | Hold |
18,445
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q3 | $553K | Sell |
18,445
-315
| -2% | -$9.44K | ﹤0.01% | 1841 |
|
|
2019
Q2 | $595K | Buy |
18,760
+315
| +2% | +$9.99K | ﹤0.01% | 1811 |
|
|
2019
Q1 | $530K | Hold |
18,445
| – | – | ﹤0.01% | 1865 |
|
|
2018
Q4 | $593K | Hold |
18,445
| – | – | ﹤0.01% | 1554 |
|
|
2018
Q3 | $634K | Hold |
18,445
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q2 | $746K | Hold |
18,445
| – | – | ﹤0.01% | 1608 |
|
|
2018
Q1 | $651K | Hold |
18,445
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q4 | $628K | Hold |
18,445
| – | – | ﹤0.01% | 1577 |
|
|
2017
Q3 | $670K | Sell |
18,445
-335
| -2% | -$12.2K | ﹤0.01% | 1552 |
|
|
2017
Q2 | $667K | Hold |
18,780
| – | – | ﹤0.01% | 1520 |
|
|
2017
Q1 | $653K | Sell |
18,780
-8
| -0% | -$278 | 0.01% | 1433 |
|
|
2016
Q4 | $706K | Sell |
18,788
-260
| -1% | -$9.77K | 0.01% | 1322 |
|
|
2016
Q3 | $533K | Hold |
19,048
| – | – | ﹤0.01% | 1465 |
|
|
2016
Q2 | $457K | Sell |
19,048
-168
| -0.9% | -$4.03K | ﹤0.01% | 1472 |
|
|
2016
Q1 | $504K | Buy |
19,216
+221
| +1% | +$5.8K | 0.01% | 1246 |
|
|
2015
Q4 | $434K | Buy |
+18,995
| New | +$434K | 0.01% | 1266 |
|