Carson Wealth (CWM LLC)’s Brookline Bancorp BRKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Sell |
26,779
-7,748
| -22% | -$81.9K | ﹤0.01% | 1905 |
|
2025
Q1 | $376K | Buy |
34,527
+9,715
| +39% | +$106K | ﹤0.01% | 1567 |
|
2024
Q4 | $293K | Buy |
24,812
+3,299
| +15% | +$39K | ﹤0.01% | 1600 |
|
2024
Q3 | $217K | Buy |
21,513
+12,686
| +144% | +$128K | ﹤0.01% | 1715 |
|
2024
Q2 | $74K | Buy |
8,827
+8,364
| +1,806% | +$70.1K | ﹤0.01% | 2185 |
|
2024
Q1 | $5K | Sell |
463
-503
| -52% | -$5.43K | ﹤0.01% | 3631 |
|
2023
Q4 | $11K | Buy |
966
+299
| +45% | +$3.41K | ﹤0.01% | 3115 |
|
2023
Q3 | $6K | Buy |
667
+92
| +16% | +$828 | ﹤0.01% | 3346 |
|
2023
Q2 | $5K | Sell |
575
-592
| -51% | -$5.15K | ﹤0.01% | 3412 |
|
2023
Q1 | $12K | Buy |
1,167
+1,070
| +1,103% | +$11K | ﹤0.01% | 2835 |
|
2022
Q4 | $1K | Buy |
97
+40
| +70% | +$412 | ﹤0.01% | 3694 |
|
2022
Q3 | $1K | Sell |
57
-74
| -56% | -$1.3K | ﹤0.01% | 3596 |
|
2022
Q2 | $2K | Sell |
131
-1,028
| -89% | -$15.7K | ﹤0.01% | 3296 |
|
2022
Q1 | $18K | Buy |
1,159
+775
| +202% | +$12K | ﹤0.01% | 2129 |
|
2021
Q4 | $6K | Buy |
+384
| New | +$6K | ﹤0.01% | 2603 |
|