Valmark Advisers’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,704
| Closed | -$857K | – | 477 |
|
|
2022
Q4 | $857K | Sell |
49,704
-681
| -1% | -$11.7K | 0.02% | 231 |
|
|
2022
Q3 | $990K | Sell |
50,385
-1,273
| -2% | -$25K | 0.02% | 187 |
|
|
2022
Q2 | $954K | Hold |
51,658
| – | – | 0.02% | 196 |
|
|
2022
Q1 | $1.11M | Buy |
51,658
+547
| +1% | +$11.8K | 0.02% | 195 |
|
|
2021
Q4 | $1.03M | Buy |
51,111
+5,751
| +13% | +$116K | 0.02% | 192 |
|
|
2021
Q3 | $921K | Buy |
45,360
+1,141
| +3% | +$23.2K | 0.02% | 192 |
|
|
2021
Q2 | $910K | Buy |
44,219
+3,249
| +8% | +$66.9K | 0.02% | 194 |
|
|
2021
Q1 | $790K | Buy |
+40,970
| New | +$790K | 0.02% | 208 |
|