Chicago Trust’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,000
| Closed | -$274K | – | 301 |
|
|
2023
Q3 | $274K | Hold |
25,000
| – | – | 0.07% | 234 |
|
|
2023
Q2 | $362K | Hold |
25,000
| – | – | 0.09% | 206 |
|
|
2023
Q1 | $378K | Hold |
25,000
| – | – | 0.09% | 196 |
|
|
2022
Q4 | $431K | Sell |
25,000
-356
| -1% | -$6.14K | 0.11% | 186 |
|
|
2022
Q3 | $410K | Hold |
25,356
| – | – | 0.11% | 186 |
|
|
2022
Q2 | $432K | Buy |
+25,356
| New | +$432K | 0.11% | 182 |
|