Advisor Group’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $26K | Hold |
1,360
| – | – | ﹤0.01% | 3816 |
|
|
2019
Q3 | $23K | Hold |
1,360
| – | – | ﹤0.01% | 3867 |
|
|
2019
Q2 | $23K | Buy |
1,360
+360
| +36% | +$6.09K | ﹤0.01% | 3896 |
|
|
2019
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 4092 |
|
|
2018
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3927 |
|
|
2018
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3988 |
|
|
2018
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3808 |
|
|
2018
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3783 |
|
|
2017
Q4 | $17K | Sell |
1,000
-9,457
| -90% | -$161K | ﹤0.01% | 3807 |
|
|
2017
Q3 | $204K | Buy |
10,457
+141
| +1% | +$2.75K | ﹤0.01% | 1841 |
|
|
2017
Q2 | $195K | Buy |
10,316
+814
| +9% | +$15.4K | ﹤0.01% | 1816 |
|
|
2017
Q1 | $173K | Sell |
9,502
-913
| -9% | -$16.6K | ﹤0.01% | 1779 |
|
|
2016
Q4 | $192K | Buy |
10,415
+6,889
| +195% | +$127K | ﹤0.01% | 1576 |
|
|
2016
Q3 | $60K | Buy |
+3,526
| New | +$60K | ﹤0.01% | 2388 |
|