Aperio Group’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $541K | Buy |
28,733
+5,366
| +23% | +$101K | ﹤0.01% | 1928 |
|
|
2020
Q3 | $362K | Sell |
23,367
-1,549
| -6% | -$24K | ﹤0.01% | 1984 |
|
|
2020
Q2 | $370K | Sell |
24,916
-10,490
| -30% | -$156K | ﹤0.01% | 1924 |
|
|
2020
Q1 | $515K | Buy |
35,406
+14,896
| +73% | +$217K | ﹤0.01% | 1636 |
|
|
2019
Q4 | $390K | Buy |
20,510
+3,811
| +23% | +$72.5K | ﹤0.01% | 1941 |
|
|
2019
Q3 | $287K | Buy |
16,699
+479
| +3% | +$8.23K | ﹤0.01% | 2038 |
|
|
2019
Q2 | $277K | Buy |
16,220
+638
| +4% | +$10.9K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $256K | Buy |
15,582
+1,871
| +14% | +$30.7K | ﹤0.01% | 2072 |
|
|
2018
Q4 | $230K | Sell |
13,711
-2,909
| -18% | -$48.8K | ﹤0.01% | 2075 |
|
|
2018
Q3 | $285K | Sell |
16,620
-1,637
| -9% | -$28.1K | ﹤0.01% | 2034 |
|
|
2018
Q2 | $311K | Sell |
18,257
-197
| -1% | -$3.36K | ﹤0.01% | 1980 |
|
|
2018
Q1 | $319K | Sell |
18,454
-1,213
| -6% | -$21K | ﹤0.01% | 1919 |
|
|
2017
Q4 | $335K | Sell |
19,667
-4,190
| -18% | -$71.4K | ﹤0.01% | 1890 |
|
|
2017
Q3 | $465K | Sell |
23,857
-6,504
| -21% | -$127K | ﹤0.01% | 1696 |
|
|
2017
Q2 | $572K | Buy |
30,361
+2,446
| +9% | +$46.1K | ﹤0.01% | 1572 |
|
|
2017
Q1 | $509K | Buy |
27,915
+4,349
| +18% | +$79.3K | ﹤0.01% | 1532 |
|
|
2016
Q4 | $434K | Buy |
23,566
+777
| +3% | +$14.3K | ﹤0.01% | 1599 |
|
|
2016
Q3 | $387K | Sell |
22,789
-186
| -0.8% | -$3.16K | ﹤0.01% | 1595 |
|
|
2016
Q2 | $352K | Sell |
22,975
-1,224
| -5% | -$18.8K | ﹤0.01% | 1588 |
|
|
2016
Q1 | $331K | Hold |
24,199
| – | – | ﹤0.01% | 1598 |
|
|
2015
Q4 | $341K | Sell |
24,199
-215
| -0.9% | -$3.03K | ﹤0.01% | 1537 |
|
|
2015
Q3 | $329K | Buy |
24,414
+3,982
| +19% | +$53.7K | ﹤0.01% | 1529 |
|
|
2015
Q2 | $270K | Buy |
+20,432
| New | +$270K | ﹤0.01% | 1701 |
|