Jacobus Wealth Management’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 | $1.02M | Hold |
52,439
| – | – | 0.27% | 68 |
|
|
2017
Q2 | $988K | Sell |
52,439
-1,600
| -3% | -$30.1K | 0.27% | 72 |
|
|
2017
Q1 | $986K | Sell |
54,039
-4,880
| -8% | -$89K | 0.28% | 69 |
|
|
2016
Q4 | $1.08M | Buy |
58,919
+1,325
| +2% | +$24.4K | 0.32% | 64 |
|
|
2016
Q3 | $979K | Hold |
57,594
| – | – | 0.29% | 69 |
|
|
2016
Q2 | $883K | Sell |
57,594
-54,865
| -49% | -$841K | 0.27% | 71 |
|
|
2016
Q1 | $1.54M | Hold |
112,459
| – | – | 0.45% | 50 |
|
|
2015
Q4 | $1.59M | Hold |
112,459
| – | – | 0.45% | 50 |
|
|
2015
Q3 | $1.52M | Hold |
112,459
| – | – | 0.44% | 50 |
|
|
2015
Q2 | $1.48M | Hold |
112,459
| – | – | 0.37% | 55 |
|
|
2015
Q1 | $1.44M | Hold |
112,459
| – | – | 0.37% | 55 |
|
|
2014
Q4 | $1.48M | Hold |
112,459
| – | – | 0.38% | 53 |
|
|
2014
Q3 | $1.3M | Hold |
112,459
| – | – | 0.36% | 62 |
|
|
2014
Q2 | $1.28M | Buy |
+112,459
| New | +$1.28M | 0.33% | 66 |
|
|
2014
Q1 | – | Sell |
-65,453
| Closed | -$662K | – | 321 |
|
|
2013
Q4 | $662K | Buy |
+65,453
| New | +$662K | 0.19% | 101 |
|