Stratos Wealth Advisors’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,040
| Closed | -$228K | – | 628 |
|
|
2023
Q1 | $228K | Hold |
18,040
| – | – | 0.02% | 555 |
|
|
2022
Q4 | $311K | Hold |
18,040
| – | – | 0.03% | 467 |
|
|
2022
Q3 | $354K | Hold |
18,040
| – | – | 0.04% | 402 |
|
|
2022
Q2 | $333K | Hold |
18,040
| – | – | 0.03% | 419 |
|
|
2022
Q1 | $389K | Hold |
18,040
| – | – | 0.03% | 419 |
|
|
2021
Q4 | $364K | Hold |
18,040
| – | – | 0.03% | 433 |
|
|
2021
Q3 | $366K | Hold |
18,040
| – | – | 0.03% | 405 |
|
|
2021
Q2 | $371K | Buy |
18,040
+4,840
| +37% | +$99.5K | 0.03% | 407 |
|
|
2021
Q1 | $255K | Buy |
+13,200
| New | +$255K | 0.03% | 423 |
|