Parallel Advisors’s Waterstone Financial WSBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-496
| Closed | -$5.43K | – | 3489 |
|
|
2023
Q3 | $5.43K | Sell |
496
-2,190
| -82% | -$24K | ﹤0.01% | 2476 |
|
|
2023
Q2 | $38.9K | Sell |
2,686
-31
| -1% | -$449 | ﹤0.01% | 1532 |
|
|
2023
Q1 | $41.1K | Sell |
2,717
-336
| -11% | -$5.08K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $52.6K | Buy |
3,053
+32
| +1% | +$552 | ﹤0.01% | 1256 |
|
|
2022
Q3 | $49K | Sell |
3,021
-475
| -14% | -$7.7K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $60K | Sell |
3,496
-542
| -13% | -$9.3K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $78K | Sell |
4,038
-972
| -19% | -$18.8K | ﹤0.01% | 1082 |
|
|
2021
Q4 | $110K | Buy |
5,010
+236
| +5% | +$5.18K | ﹤0.01% | 970 |
|
|
2021
Q3 | $98K | Buy |
4,774
+345
| +8% | +$7.08K | ﹤0.01% | 982 |
|
|
2021
Q2 | $87K | Buy |
4,429
+176
| +4% | +$3.46K | ﹤0.01% | 983 |
|
|
2021
Q1 | $87K | Buy |
4,253
+55
| +1% | +$1.13K | ﹤0.01% | 934 |
|
|
2020
Q4 | $79K | Buy |
4,198
+360
| +9% | +$6.78K | ﹤0.01% | 892 |
|
|
2020
Q3 | $59K | Buy |
3,838
+184
| +5% | +$2.83K | ﹤0.01% | 986 |
|
|
2020
Q2 | $54K | Buy |
3,654
+1,726
| +90% | +$25.5K | ﹤0.01% | 1013 |
|
|
2020
Q1 | $28K | Buy |
+1,928
| New | +$28K | ﹤0.01% | 1171 |
|
|
2018
Q1 | – | Sell |
-341
| Closed | -$6K | – | 2197 |
|
|
2017
Q4 | $6K | Hold |
341
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q3 | $6K | Hold |
341
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q2 | $6K | Hold |
341
| – | – | ﹤0.01% | 1554 |
|
|
2017
Q1 | $7K | Buy |
+341
| New | +$7K | ﹤0.01% | 1375 |
|