Trevian Wealth Management’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,991
| Closed | -$635K | – | 35 |
|
|
2022
Q4 | $635K | Buy |
17,991
+7,013
| +64% | +$248K | 0.69% | 18 |
|
|
2022
Q3 | $328K | Buy |
10,978
+1,544
| +16% | +$46.1K | 0.37% | 25 |
|
|
2022
Q2 | $303K | Buy |
9,434
+3,948
| +72% | +$127K | 0.33% | 24 |
|
|
2022
Q1 | $220K | Buy |
5,486
+26
| +0.5% | +$1.04K | 0.21% | 35 |
|
|
2021
Q4 | $245K | Buy |
+5,460
| New | +$245K | 0.24% | 38 |
|