CAPTRUST Financial Advisors’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-89
| Closed | -$2K | – | 4084 |
|
|
2022
Q2 | $2K | Buy |
89
+81
| +1,013% | +$1.82K | ﹤0.01% | 4525 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 5159 |
|
|
2021
Q4 | $0 | Sell |
8
-43
| -84% | – | ﹤0.01% | 4936 |
|
|
2021
Q3 | $1K | Sell |
51
-42
| -45% | -$824 | ﹤0.01% | 4502 |
|
|
2021
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 4216 |
|
|
2021
Q1 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 4083 |
|