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Patriot Financial Group Insurance Agency’s Waterstone Financial WSBF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed – – 2016
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1869
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1860
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1767
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1466
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1484
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1366
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1323
2018
Q4 		$0 Buy
+10
New +$166 ﹤0.01% 1128

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Patriot Financial Group Insurance Agency's WSBF Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Waterstone Financial (WSBF) in Q4 2020, closing a stake of 10 shares.

Patriot Financial Group Insurance Agency first reported a position in WSBF in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 104 funds tracked by Wall St. Rank hold WSBF as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Waterstone Financial position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10 Waterstone Financial shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Waterstone Financial in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Waterstone Financial position peaked at $1K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.