Private Wealth Management Group’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 | $1.66K | Hold |
120
| – | – | ﹤0.01% | 1138 |
|
|
2025
Q1 | $1.61K | Hold |
120
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q4 | $1.61K | Hold |
120
| – | – | ﹤0.01% | 1162 |
|
|
2024
Q3 | $1.76K | Hold |
120
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q2 | $1.54K | Buy |
120
+78
| +186% | +$998 | ﹤0.01% | 1152 |
|
|
2024
Q1 | $512 | Sell |
42
-88
| -68% | -$1.07K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $1.85K | Buy |
+130
| New | +$1.85K | ﹤0.01% | 1014 |
|