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PRW Wealth Management LLC

SEC CIK
0001760472
Latest filing
Nov 1, 2023

HONE holding history

HarborOne Bancorp, Inc. in every 13F filed by PRW Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HONE overviewAll 13F holders of HONEFull Q3 2023 holdings

Shares (Q3 2023)
27,114
Value
$267.6K
% of portfolio
0.1%
Quarters held
9
Since Q3 2021
Holdings of HONE by PRW Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202327,114$267.6K0.1%00.0%UnchangedHolders
Q2 202327,114$257.3K0.1%00.0%UnchangedHolders
Q1 202327,114$291.5K0.1%00.0%UnchangedHolders
Q4 202227,114$376.9K0.2%00.0%UnchangedHolders
Q3 202227,114$364.0K0.2%00.0%UnchangedHolders
Q2 202227,114$374.0K0.2%00.0%UnchangedHolders
Q1 202227,114$380.0K0.2%+2,285+9.2%AddedHolders
Q4 202124,829$368.0K0.2%+2,850+13.0%AddedHolders
Q3 202121,979$309.0K0.2%+21,979NewHolders