Nisa Investment 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 | $829 | Hold |
60
| – | – | ﹤0.01% | 2771 |
|
|
2025
Q1 | $807 | Buy |
+60
| New | +$807 | ﹤0.01% | 2693 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$164 | – | 2761 |
|
|
2023
Q3 | $164 | Buy |
15
+8
| +114% | +$87 | ﹤0.01% | 2690 |
|
|
2023
Q2 | $101 | Sell |
7
-16
| -70% | -$231 | ﹤0.01% | 2767 |
|
|
2023
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 2735 |
|
|
2022
Q2 | – | Sell |
-3,370
| Closed | -$65K | – | 2519 |
|
|
2022
Q1 | $65K | Sell |
3,370
-8,930
| -73% | -$172K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $251K | Buy |
12,300
+12,296
| +307,400% | +$251K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2335 |
|
|
2021
Q2 | $0 | Sell |
4
-1,660
| -100% | – | ﹤0.01% | 2392 |
|
|
2021
Q1 | $34 | Hold |
1,664
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q4 | $31K | Sell |
1,664
-250
| -13% | -$4.66K | ﹤0.01% | 2066 |
|
|
2020
Q3 | $30K | Hold |
1,914
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q2 | $28K | Sell |
1,914
-11,035
| -85% | -$161K | ﹤0.01% | 1709 |
|
|
2020
Q1 | $188K | Buy |
12,949
+11,440
| +758% | +$166K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $29K | Buy |
1,509
+760
| +101% | +$14.6K | ﹤0.01% | 1632 |
|
|
2019
Q3 | $13K | Sell |
749
-621
| -45% | -$10.8K | ﹤0.01% | 1723 |
|
|
2019
Q2 | $23K | Sell |
1,370
-3,300
| -71% | -$55.4K | ﹤0.01% | 1589 |
|
|
2019
Q1 | $77K | Buy |
4,670
+4,100
| +719% | +$67.6K | ﹤0.01% | 1477 |
|
|
2018
Q4 | $10K | Hold |
570
| – | – | ﹤0.01% | 1662 |
|
|
2018
Q3 | $10K | Sell |
570
-30
| -5% | -$526 | ﹤0.01% | 1738 |
|
|
2018
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q1 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 1668 |
|