Beese Fulmer Investment Management’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,977
| Closed | -$218K | – | 249 |
|
|
2021
Q4 | $218K | Hold |
9,977
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $204K | Buy |
+9,977
| New | +$204K | 0.02% | 228 |
|
|
2021
Q2 | – | Sell |
-9,977
| Closed | -$204K | – | 238 |
|
|
2021
Q1 | $204K | Buy |
+9,977
| New | +$204K | 0.02% | 214 |
|
|
2020
Q3 | – | Sell |
-9,977
| Closed | -$148K | – | 556 |
|
|
2020
Q2 | $148K | Buy |
+9,977
| New | +$148K | 0.02% | 209 |
|