Private Wealth Management Group’s Waterstone Financial WSBF Stock Holding History

Private Wealth Management Group’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
2025 Q3	$1.87K	Hold
2025 Q2	$1.66K	Hold
2025 Q1	$1.61K	Hold
2024 Q4	$1.61K	Hold
2024 Q3	$1.76K	Hold
2024 Q2	$1.53K	Buy
2024 Q1	$512	Sell
2023 Q4	$1.85K	Buy