Carson Wealth (CWM LLC)’s Investors Bancorp, Inc. ISBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,345
| Closed | -$20K | – | 4219 |
|
|
2022
Q1 | $20K | Buy |
1,345
+511
| +61% | +$7.6K | ﹤0.01% | 2093 |
|
|
2021
Q4 | $13K | Buy |
+834
| New | +$13K | ﹤0.01% | 2224 |
|
|
2021
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2019
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2019
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2019
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2573 |
|
|
2019
Q1 | $3K | Buy |
+181
| New | +$3K | ﹤0.01% | 2573 |
|
|
2018
Q3 | – | Sell |
-133
| Closed | -$2K | – | 2037 |
|
|
2018
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 1444 |
|
|
2018
Q1 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 1220 |
|