Cornerstone Planning Group’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 | $1.79K | Buy |
133
+70
| +111% | +$943 | ﹤0.01% | 976 |
|
|
2025
Q1 | $770 | Hold |
63
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q4 | $851 | Hold |
63
| – | – | ﹤0.01% | 994 |
|
|
2024
Q3 | $946 | Hold |
63
| – | – | ﹤0.01% | 945 |
|
|
2024
Q2 | $872 | Hold |
63
| – | – | ﹤0.01% | 971 |
|
|
2024
Q1 | $772 | Buy |
+63
| New | +$772 | ﹤0.01% | 837 |
|