True Wealth Design’s Northeast Community Bancorp NECB Stock Holding History

True Wealth Design’s Portfolio NECB Stock Details NECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08K	Buy	39 +5	+15%	+$124	﹤0.01%	1951
2026 Q1	$810	Buy	34 +1	+3%	+$24	﹤0.01%	1883
2025 Q4	$747	Buy	33 +1	+3%	+$21	﹤0.01%	1816
2025 Q3	$659	Buy	32 +18	+129%	+$397	﹤0.01%	1911
2025 Q2	$326	Sell	14 -1	-7%	-$23	﹤0.01%	1898
2025 Q1	$352	Buy	+15	New	+$358	﹤0.01%	1710

Other funds holding NECB

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return