SVB Wealth’s HarborOne Bancorp HONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,068
| Closed | -$122K | – | 872 |
|
|
2020
Q3 | $122K | Sell |
15,068
-12,568
| -45% | -$102K | ﹤0.01% | 665 |
|
|
2020
Q2 | $236K | Hold |
27,636
| – | – | ﹤0.01% | 509 |
|
|
2020
Q1 | $208K | Hold |
27,636
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $304K | Sell |
27,636
-1,000
| -3% | -$11K | 0.01% | 499 |
|
|
2019
Q3 | $288K | Buy |
28,636
+3,506
| +14% | +$35.3K | 0.01% | 438 |
|
|
2019
Q2 | $262K | Hold |
25,130
| – | – | 0.01% | 459 |
|
|
2019
Q1 | $241K | Hold |
25,130
| – | – | 0.01% | 366 |
|
|
2018
Q4 | $222K | Hold |
25,130
| – | – | 0.01% | 370 |
|
|
2018
Q3 | $268K | Hold |
25,130
| – | – | 0.01% | 382 |
|
|
2018
Q2 | $265K | Hold |
25,130
| – | – | 0.01% | 388 |
|
|
2018
Q1 | $247K | Hold |
25,130
| – | – | 0.01% | 397 |
|
|
2017
Q4 | $268K | Hold |
25,130
| – | – | 0.01% | 412 |
|
|
2017
Q3 | $263K | Hold |
25,130
| – | – | 0.01% | 409 |
|
|
2017
Q2 | $279K | Hold |
25,130
| – | – | 0.01% | 417 |
|
|
2017
Q1 | $266K | Hold |
25,130
| – | – | 0.01% | 424 |
|
|
2016
Q4 | $271K | Hold |
25,130
| – | – | 0.01% | 425 |
|
|
2016
Q3 | $221K | Buy |
+25,130
| New | +$221K | 0.01% | 491 |
|