HWAM
Hennion & Walsh Asset Management’s Waterstone Financial WSBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,038
| Closed | -$154K | – | 882 |
|
|
2023
Q3 | $154K | Sell |
14,038
-1,460
| -9% | -$16K | 0.01% | 764 |
|
|
2023
Q2 | $225K | Sell |
15,498
-290
| -2% | -$4.21K | 0.01% | 727 |
|
|
2023
Q1 | $239K | Sell |
15,788
-320
| -2% | -$4.84K | 0.01% | 700 |
|
|
2022
Q4 | $278K | Sell |
16,108
-255
| -2% | -$4.4K | 0.02% | 650 |
|
|
2022
Q3 | $264K | Sell |
16,363
-511
| -3% | -$8.24K | 0.02% | 651 |
|
|
2022
Q2 | $288K | Buy |
16,874
+1,479
| +10% | +$25.2K | 0.02% | 638 |
|
|
2022
Q1 | $298K | Buy |
+15,395
| New | +$298K | 0.02% | 658 |
|