Creative Planning’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,476
| Closed | -$84K | – | 3615 |
|
|
2017
Q2 | $84K | Sell |
4,476
-109
| -2% | -$2.05K | ﹤0.01% | 2106 |
|
|
2017
Q1 | $84K | Hold |
4,585
| – | – | ﹤0.01% | 2063 |
|
|
2016
Q4 | $84K | Hold |
4,585
| – | – | ﹤0.01% | 1976 |
|
|
2016
Q3 | $78K | Sell |
4,585
-76
| -2% | -$1.29K | ﹤0.01% | 2011 |
|
|
2016
Q2 | $71K | Buy |
4,661
+1,097
| +31% | +$16.7K | ﹤0.01% | 1887 |
|
|
2016
Q1 | $49K | Buy |
3,564
+1,557
| +78% | +$21.4K | ﹤0.01% | 2113 |
|
|
2015
Q4 | $28K | Hold |
2,007
| – | – | ﹤0.01% | 2572 |
|
|
2015
Q3 | $27K | Buy |
+2,007
| New | +$27K | ﹤0.01% | 2485 |
|
|
2015
Q2 | – | Sell |
-2,007
| Closed | -$26K | – | 2895 |
|
|
2015
Q1 | $26K | Hold |
2,007
| – | – | ﹤0.01% | 2506 |
|
|
2014
Q4 | $26K | Hold |
2,007
| – | – | ﹤0.01% | 2449 |
|
|
2014
Q3 | $23K | Hold |
2,007
| – | – | ﹤0.01% | 2435 |
|
|
2014
Q2 | $23K | Buy |
+2,007
| New | +$23K | ﹤0.01% | 2376 |
|
|
2014
Q1 | – | Sell |
-2,008
| Closed | -$20K | – | 3657 |
|
|
2013
Q4 | $20K | Hold |
2,008
| – | – | ﹤0.01% | 2195 |
|
|
2013
Q3 | $19K | Buy |
2,008
+110
| +6% | +$1.04K | ﹤0.01% | 2136 |
|
|
2013
Q2 | $18K | Buy |
+1,898
| New | +$18K | ﹤0.01% | 2000 |
|