IAG Wealth Partners’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-549
| Closed | -$11K | – | 487 |
|
|
2022
Q1 | $11K | Hold |
549
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $12K | Hold |
549
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $12K | Hold |
549
| – | – | ﹤0.01% | 253 |
|
|
2021
Q2 | $11K | Buy |
+549
| New | +$11K | ﹤0.01% | 258 |
|
|
2020
Q3 | – | Sell |
-1,207
| Closed | -$18K | – | 437 |
|
|
2020
Q2 | $18K | Hold |
1,207
| – | – | 0.01% | 171 |
|
|
2020
Q1 | $18K | Hold |
1,207
| – | – | 0.01% | 158 |
|
|
2019
Q4 | $23K | Buy |
+1,207
| New | +$23K | 0.02% | 167 |
|