Trevian Wealth Management’s Enterprise Bancorp EBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$635K Buy
2022
Q3
$328K Buy
2022
Q2
$303K Buy
2022
Q1
$220K Buy
2021
Q4
$245K Buy