Asset Planning Services (Pennsylvania)’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 | – | Sell |
-3,608
| Closed | -$62K | – | 260 |
|
|
2019
Q3 | $62K | Hold |
3,608
| – | – | 0.03% | 123 |
|
|
2019
Q2 | $62K | Hold |
3,608
| – | – | 0.03% | 123 |
|
|
2019
Q1 | $59K | Hold |
3,608
| – | – | 0.03% | 120 |
|
|
2018
Q4 | $60K | Sell |
3,608
-2,460
| -41% | -$40.9K | 0.03% | 111 |
|
|
2018
Q3 | $101K | Hold |
6,068
| – | – | 0.05% | 96 |
|
|
2018
Q2 | $103K | Hold |
6,068
| – | – | 0.05% | 92 |
|
|
2018
Q1 | $105K | Hold |
6,068
| – | – | 0.05% | 92 |
|
|
2017
Q4 | $103K | Hold |
6,068
| – | – | 0.05% | 103 |
|
|
2017
Q3 | $118K | Hold |
6,068
| – | – | 0.07% | 95 |
|
|
2017
Q2 | $114K | Hold |
6,068
| – | – | 0.07% | 94 |
|
|
2017
Q1 | $111K | Buy |
6,068
+39
| +0.6% | +$713 | 0.07% | 98 |
|
|
2016
Q4 | $111K | Buy |
6,029
+29
| +0.5% | +$534 | 0.09% | 83 |
|
|
2016
Q3 | $102K | Sell |
6,000
-3,000
| -33% | -$51K | 0.08% | 90 |
|
|
2016
Q2 | $138K | Hold |
9,000
| – | – | 0.12% | 81 |
|
|
2016
Q1 | $123K | Buy |
+9,000
| New | +$123K | 0.11% | 89 |
|