Commonwealth Equity Services’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Sell |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $707 | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $792K | Sell |
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|
2020
Q2 | $838K | Buy |
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|
2020
Q1 | $699K | Sell |
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|
2019
Q4 | $936K | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $874K | Buy |
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|
2018
Q1 | $878K | Buy |
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|
2017
Q4 | $856K | Buy |
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|
2017
Q3 | $956K | Buy |
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|
2017
Q2 | $921K | Buy |
|