Carson Wealth (CWM LLC)’s Center Bancorp CNOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
7,623
+6,413
| +530% | +$149K | ﹤0.01% | 2275 |
|
|
2025
Q1 | $29K | Buy |
1,210
+67
| +6% | +$1.61K | ﹤0.01% | 3402 |
|
|
2024
Q4 | $26K | Sell |
1,143
-32
| -3% | -$728 | ﹤0.01% | 3254 |
|
|
2024
Q3 | $29K | Buy |
1,175
+1,062
| +940% | +$26.2K | ﹤0.01% | 3107 |
|
|
2024
Q2 | $2K | Buy |
113
+100
| +769% | +$1.77K | ﹤0.01% | 4177 |
|
|
2024
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4359 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | – | – | 4071 |
|
|
2022
Q4 | $0 | Sell |
16
-32
| -67% | – | ﹤0.01% | 3984 |
|
|
2022
Q3 | $1K | Buy |
48
+20
| +71% | +$417 | ﹤0.01% | 3605 |
|
|
2022
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3498 |
|