Carson Wealth (CWM LLC)’s HarborOne Bancorp HONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
9,318
+4,239
| +83% | +$49.6K | ﹤0.01% | 2634 |
|
|
2025
Q1 | $53K | Buy |
5,079
+1,326
| +35% | +$13.8K | ﹤0.01% | 2929 |
|
|
2024
Q4 | $44K | Buy |
3,753
+567
| +18% | +$6.65K | ﹤0.01% | 2893 |
|
|
2024
Q3 | $41K | Buy |
3,186
+384
| +14% | +$4.94K | ﹤0.01% | 2841 |
|
|
2024
Q2 | $31K | Buy |
2,802
+289
| +12% | +$3.2K | ﹤0.01% | 2810 |
|
|
2024
Q1 | $27K | Sell |
2,513
-52
| -2% | -$559 | ﹤0.01% | 2704 |
|
|
2023
Q4 | $31K | Buy |
2,565
+71
| +3% | +$858 | ﹤0.01% | 2487 |
|
|
2023
Q3 | $24K | Hold |
2,494
| – | – | ﹤0.01% | 2562 |
|
|
2023
Q2 | $22K | Buy |
2,494
+2,196
| +737% | +$19.4K | ﹤0.01% | 2571 |
|
|
2023
Q1 | $4K | Sell |
298
-95
| -24% | -$1.28K | ﹤0.01% | 3386 |
|
|
2022
Q4 | $5K | Buy |
393
+201
| +105% | +$2.56K | ﹤0.01% | 3176 |
|
|
2022
Q3 | $3K | Buy |
192
+61
| +47% | +$953 | ﹤0.01% | 3298 |
|
|
2022
Q2 | $2K | Buy |
+131
| New | +$2K | ﹤0.01% | 3339 |
|