Hillsdale Investment Management’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 | – | Sell |
-20,300
| Closed | -$273K | – | 725 |
|
|
2025
Q1 | $273K | Buy |
+20,300
| New | +$273K | 0.01% | 396 |
|
|
2021
Q3 | – | Sell |
-3,750
| Closed | -$74K | – | 645 |
|
|
2021
Q2 | $74K | Buy |
3,750
+950
| +34% | +$18.7K | 0.01% | 441 |
|
|
2021
Q1 | $57K | Sell |
2,800
-52,400
| -95% | -$1.07M | ﹤0.01% | 443 |
|
|
2020
Q4 | $1.04M | Sell |
55,200
-170
| -0.3% | -$3.2K | 0.1% | 209 |
|
|
2020
Q3 | $858K | Buy |
55,370
+2,170
| +4% | +$33.6K | 0.08% | 221 |
|
|
2020
Q2 | $789K | Buy |
+53,200
| New | +$789K | 0.07% | 220 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$1K | – | 532 |
|
|
2017
Q2 | $1K | Sell |
50
-60
| -55% | -$1.2K | ﹤0.01% | 458 |
|
|
2017
Q1 | $2K | Sell |
110
-170
| -61% | -$3.09K | ﹤0.01% | 454 |
|
|
2016
Q4 | $5K | Sell |
280
-150
| -35% | -$2.68K | ﹤0.01% | 395 |
|
|
2016
Q3 | $7K | Sell |
430
-70
| -14% | -$1.14K | ﹤0.01% | 404 |
|
|
2016
Q2 | $8K | Sell |
500
-130
| -21% | -$2.08K | ﹤0.01% | 413 |
|
|
2016
Q1 | $9K | Buy |
630
+100
| +19% | +$1.43K | ﹤0.01% | 385 |
|
|
2015
Q4 | $7K | Buy |
+530
| New | +$7K | ﹤0.01% | 402 |
|