SteelPeak Wealth’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,050
| Closed | -$492K | – | 414 |
|
|
2022
Q3 | $492K | Hold |
25,050
| – | – | 0.04% | 249 |
|
|
2022
Q2 | $462K | Hold |
25,050
| – | – | 0.03% | 261 |
|
|
2022
Q1 | $540K | Hold |
25,050
| – | – | 0.03% | 261 |
|
|
2021
Q4 | $505K | Hold |
25,050
| – | – | 0.03% | 244 |
|
|
2021
Q3 | $509K | Sell |
25,050
-49,950
| -67% | -$1.01M | 0.03% | 238 |
|
|
2021
Q2 | $1.54M | Hold |
75,000
| – | – | 0.11% | 127 |
|
|
2021
Q1 | $1.45M | Sell |
75,000
-22,500
| -23% | -$434K | 0.11% | 121 |
|
|
2020
Q4 | $1.59M | Buy |
+97,500
| New | +$1.59M | 0.14% | 116 |
|