Welch & Forbes’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-19,700
| Closed | -$271K | – | 372 |
|
2024
Q1 | $271K | Sell |
19,700
-11,800
| -37% | -$163K | ﹤0.01% | 348 |
|
2023
Q4 | $447K | Sell |
31,500
-12,500
| -28% | -$178K | 0.01% | 296 |
|
2023
Q3 | $552K | Sell |
44,000
-34,000
| -44% | -$426K | 0.01% | 268 |
|
2023
Q2 | $957K | Hold |
78,000
| – | – | 0.02% | 235 |
|
2023
Q1 | $984K | Hold |
78,000
| – | – | 0.02% | 234 |
|
2022
Q4 | $1.35M | Sell |
78,000
-5,000
| -6% | -$86.3K | 0.02% | 195 |
|
2022
Q3 | $1.63M | Hold |
83,000
| – | – | 0.03% | 185 |
|
2022
Q2 | $1.53M | Buy |
83,000
+30,500
| +58% | +$563K | 0.03% | 193 |
|
2022
Q1 | $1.13M | Buy |
+52,500
| New | +$1.13M | 0.02% | 218 |
|