Avion Wealth’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 1653 |
|
|
2025
Q1 | $0 | Buy |
+45
| New | – | ﹤0.01% | 1387 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | – | – | 1304 |
|
|
2024
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1024 |
|