EverSource Wealth Advisors’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 | $25.9K | Buy |
1,875
+1,590
| +558% | +$22K | ﹤0.01% | 2086 |
|
2025
Q1 | $3.83K | Buy |
285
+3
| +1% | +$40 | ﹤0.01% | 2620 |
|
2024
Q4 | $3.79K | Hold |
282
| – | – | ﹤0.01% | 2467 |
|
2024
Q3 | $4.15K | Hold |
282
| – | – | ﹤0.01% | 2295 |
|
2024
Q2 | $4.21K | Hold |
282
| – | – | ﹤0.01% | 2279 |
|
2024
Q1 | $3.2K | Hold |
282
| – | – | ﹤0.01% | 2222 |
|
2023
Q4 | $4K | Buy |
282
+167
| +145% | +$2.37K | ﹤0.01% | 1949 |
|
2023
Q3 | $1.26K | Buy |
+115
| New | +$1.26K | ﹤0.01% | 2136 |
|