Walthausen & Co’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.63M | Sell |
21,860
-160
| -0.7% | -$11.9K | 1.36% | 16 |
|
|
2022
Q2 | $1.75M | Sell |
22,020
-14,120
| -39% | -$1.12M | 0.78% | 50 |
|
|
2022
Q1 | $2.95M | Sell |
36,140
-780
| -2% | -$63.7K | 0.83% | 29 |
|
|
2021
Q4 | $3.01M | Sell |
36,920
-760
| -2% | -$62K | 0.79% | 38 |
|
|
2021
Q3 | $2.87M | Sell |
37,680
-1,620
| -4% | -$123K | 0.73% | 50 |
|
|
2021
Q2 | $2.97M | Buy |
39,300
+1,980
| +5% | +$149K | 0.65% | 64 |
|
|
2021
Q1 | $3.14M | Buy |
37,320
+5,130
| +16% | +$432K | 0.66% | 68 |
|
|
2020
Q4 | $2.35M | Buy |
+32,190
| New | +$2.35M | 0.64% | 69 |
|
|
2017
Q4 | – | Sell |
-86,948
| Closed | -$6.49M | – | 122 |
|
|
2017
Q3 | $6.49M | Sell |
86,948
-4,000
| -4% | -$299K | 0.61% | 78 |
|
|
2017
Q2 | $6.06M | Sell |
90,948
-2,140
| -2% | -$143K | 0.59% | 83 |
|
|
2017
Q1 | $6.05M | Sell |
93,088
-3,520
| -4% | -$229K | 0.62% | 81 |
|
|
2016
Q4 | $6.81M | Sell |
96,608
-32,810
| -25% | -$2.31M | 0.63% | 78 |
|
|
2016
Q3 | $7M | Hold |
129,418
| – | – | 0.7% | 63 |
|
|
2016
Q2 | $5.91M | Sell |
129,418
-660
| -0.5% | -$30.2K | 0.61% | 87 |
|
|
2016
Q1 | $5.98M | Sell |
130,078
-15,090
| -10% | -$693K | 0.63% | 80 |
|
|
2015
Q4 | $6.75M | Sell |
145,168
-140
| -0.1% | -$6.51K | 0.65% | 63 |
|
|
2015
Q3 | $6.7M | Buy |
145,308
+2,430
| +2% | +$112K | 0.58% | 72 |
|
|
2015
Q2 | $6.7M | Buy |
142,878
+3,630
| +3% | +$170K | 0.49% | 91 |
|
|
2015
Q1 | $6.11M | Buy |
139,248
+14,570
| +12% | +$639K | 0.45% | 92 |
|
|
2014
Q4 | $5.34M | Sell |
124,678
-6,267
| -5% | -$268K | 0.41% | 92 |
|
|
2014
Q3 | $4.68M | Buy |
130,945
+20,110
| +18% | +$718K | 0.38% | 99 |
|
|
2014
Q2 | $4.25M | Buy |
110,835
+14,770
| +15% | +$567K | 0.31% | 101 |
|
|
2014
Q1 | $3.78M | Buy |
96,065
+37,505
| +64% | +$1.48M | 0.3% | 95 |
|
|
2013
Q4 | $2.29M | Buy |
58,560
+3,000
| +5% | +$117K | 0.17% | 102 |
|
|
2013
Q3 | $1.98M | Buy |
55,560
+15,780
| +40% | +$563K | 0.16% | 104 |
|
|
2013
Q2 | $1.37M | Buy |
+39,780
| New | +$1.37M | 0.14% | 103 |
|