Carson Wealth (CWM LLC)’s Northeast Community Bancorp NECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Buy |
3,130
+1,413
| +82% | +$33K | ﹤0.01% | 2977 |
|
|
2025
Q1 | $40K | Buy |
1,717
+1,661
| +2,966% | +$38.7K | ﹤0.01% | 3167 |
|
|
2024
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 4752 |
|
|
2024
Q2 | – | Sell |
-216
| Closed | -$3K | – | 4809 |
|
|
2024
Q1 | $3K | Buy |
+216
| New | +$3K | ﹤0.01% | 3858 |
|
|
2023
Q3 | – | Sell |
-543
| Closed | -$8K | – | 4404 |
|
|
2023
Q2 | $8K | Hold |
543
| – | – | ﹤0.01% | 3213 |
|
|
2023
Q1 | $7K | Sell |
543
-457
| -46% | -$5.89K | ﹤0.01% | 3147 |
|
|
2022
Q4 | $15K | Buy |
1,000
+800
| +400% | +$12K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $2K | Sell |
200
-133
| -40% | -$1.33K | ﹤0.01% | 3495 |
|
|
2022
Q2 | $4K | Buy |
+333
| New | +$4K | ﹤0.01% | 3100 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$3K | – | 3731 |
|
|
2021
Q4 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 2989 |
|