Ameriprise’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,791
| Closed | -$151K | – | 3988 |
|
|
2023
Q3 | $151K | Sell |
13,791
-34,600
| -72% | -$379K | ﹤0.01% | 3733 |
|
|
2023
Q2 | $701K | Buy |
48,391
+5,833
| +14% | +$84.5K | ﹤0.01% | 3309 |
|
|
2023
Q1 | $644K | Buy |
42,558
+5,156
| +14% | +$78K | ﹤0.01% | 3327 |
|
|
2022
Q4 | $645K | Hold |
37,402
| – | – | ﹤0.01% | 3309 |
|
|
2022
Q3 | $604K | Buy |
37,402
+2,802
| +8% | +$45.2K | ﹤0.01% | 3314 |
|
|
2022
Q2 | $590K | Hold |
34,600
| – | – | ﹤0.01% | 3333 |
|
|
2022
Q1 | $669K | Buy |
34,600
+9,300
| +37% | +$180K | ﹤0.01% | 3374 |
|
|
2021
Q4 | $553K | Sell |
25,300
-430
| -2% | -$9.4K | ﹤0.01% | 3481 |
|
|
2021
Q3 | $527K | Buy |
+25,730
| New | +$527K | ﹤0.01% | 3389 |
|
|
2020
Q4 | – | Sell |
-14,567
| Closed | -$225K | – | 3825 |
|
|
2020
Q3 | $225K | Sell |
14,567
-15,557
| -52% | -$240K | ﹤0.01% | 3505 |
|
|
2020
Q2 | $447K | Sell |
30,124
-13,280
| -31% | -$197K | ﹤0.01% | 3235 |
|
|
2020
Q1 | $632K | Buy |
43,404
+4,295
| +11% | +$62.5K | ﹤0.01% | 3028 |
|
|
2019
Q4 | $744K | Buy |
39,109
+100
| +0.3% | +$1.9K | ﹤0.01% | 3188 |
|
|
2019
Q3 | $670K | Hold |
39,009
| – | – | ﹤0.01% | 3188 |
|
|
2019
Q2 | $666K | Buy |
39,009
+18,400
| +89% | +$314K | ﹤0.01% | 3221 |
|
|
2019
Q1 | $339K | Buy |
+20,609
| New | +$339K | ﹤0.01% | 3393 |
|
|
2013
Q4 | – | Sell |
-504
| Closed | -$5K | – | 5414 |
|
|
2013
Q3 | $5K | Hold |
504
| – | – | ﹤0.01% | 5234 |
|
|
2013
Q2 | $5K | Buy |
+504
| New | +$5K | ﹤0.01% | 5132 |
|