Carson Wealth (CWM LLC)’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 | $64K | Buy |
4,623
+395
| +9% | +$5.47K | ﹤0.01% | 3087 |
|
|
2025
Q1 | $57K | Buy |
4,228
+614
| +17% | +$8.28K | ﹤0.01% | 2877 |
|
|
2024
Q4 | $49K | Sell |
3,614
-26
| -0.7% | -$353 | ﹤0.01% | 2824 |
|
|
2024
Q3 | $54K | Buy |
3,640
+52
| +1% | +$771 | ﹤0.01% | 2632 |
|
|
2024
Q2 | $46K | Buy |
3,588
+1,391
| +63% | +$17.8K | ﹤0.01% | 2532 |
|
|
2024
Q1 | $27K | Sell |
2,197
-550
| -20% | -$6.76K | ﹤0.01% | 2718 |
|
|
2023
Q4 | $39K | Buy |
2,747
+2,328
| +556% | +$33.1K | ﹤0.01% | 2332 |
|
|
2023
Q3 | $5K | Hold |
419
| – | – | ﹤0.01% | 3506 |
|
|
2023
Q2 | $6K | Sell |
419
-18
| -4% | -$258 | ﹤0.01% | 3390 |
|
|
2023
Q1 | $7K | Buy |
437
+18
| +4% | +$288 | ﹤0.01% | 3169 |
|
|
2022
Q4 | $7K | Buy |
+419
| New | +$7K | ﹤0.01% | 3036 |
|