RPg Family Wealth Advisory’s Meridian Bancorp, Inc. EBSB Stock Holding History

RPg Family Wealth Advisory’s Portfolio EBSB Stock Details EBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,027	Closed	-$21.4K	–	292
2021 Q3	$21.4K	Hold	1,027	–	–	0.01%	220
2021 Q2	$21.1K	Buy	+1,027	New	+$21.3K	0.01%	220
2020 Q4	$12.4K	Buy	+826	New	+$11K	0.01%	275
2020 Q2	–	Sell	-1,083	Closed	-$12.2K	–	294
2020 Q1	$12.2K	Buy	1,083 +299	+38%	+$4.96K	0.01%	234
2019 Q4	$15.8K	Buy	784 +85	+12%	+$1.67K	0.01%	233
2019 Q3	$13.1K	Hold	699	–	–	0.01%	264
2019 Q2	$12.5K	Hold	699	–	–	0.01%	260
2019 Q1	$11K	Buy	+699	New	+$11K	0.01%	282

Other funds holding EBSB

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

RPg Family Wealth Advisory's EBSB Position: Q4 2021 in Review

RPg Family Wealth Advisory sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 1,027 shares — an estimated $21.4K sold.

RPg Family Wealth Advisory first reported a position in EBSB in Q1 2019 and held it in 8 quarters. The position peaked at $21.4K in Q3 2021. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

RPg Family Wealth Advisory reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,027 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $21.4K.
RPg Family Wealth Advisory first reported a position in Meridian Bancorp, Inc. in Q1 2019 and held it in 8 quarters.
RPg Family Wealth Advisory's Meridian Bancorp, Inc. position peaked at $21.4K in Q3 2021.
2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.