Seizert Capital Partners’s Wellesley Bancorp, Inc. WEBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,495
| Closed | -$417K | – | 233 |
|
|
2019
Q3 | $417K | Hold |
13,495
| – | – | 0.02% | 161 |
|
|
2019
Q2 | $440K | Sell |
13,495
-1,101
| -8% | -$35.9K | 0.02% | 161 |
|
|
2019
Q1 | $446K | Hold |
14,596
| – | – | 0.02% | 167 |
|
|
2018
Q4 | $405K | Buy |
14,596
+5,356
| +58% | +$149K | 0.02% | 170 |
|
|
2018
Q3 | $310K | Hold |
9,240
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $275K | Hold |
9,240
| – | – | 0.01% | 200 |
|
|
2018
Q1 | $275K | Hold |
9,240
| – | – | 0.01% | 200 |
|
|
2017
Q4 | $268K | Sell |
9,240
-1,307
| -12% | -$37.9K | 0.01% | 173 |
|
|
2017
Q3 | $285K | Hold |
10,547
| – | – | 0.01% | 166 |
|
|
2017
Q2 | $292K | Buy |
10,547
+518
| +5% | +$14.3K | 0.01% | 183 |
|
|
2017
Q1 | $264K | Hold |
10,029
| – | – | 0.01% | 199 |
|
|
2016
Q4 | $278K | Hold |
10,029
| – | – | 0.01% | 210 |
|
|
2016
Q3 | $220K | Sell |
10,029
-997
| -9% | -$21.9K | 0.01% | 207 |
|
|
2016
Q2 | $224K | Sell |
11,026
-2,028
| -16% | -$41.2K | 0.01% | 214 |
|
|
2016
Q1 | $251K | Buy |
13,054
+102
| +0.8% | +$1.96K | 0.01% | 213 |
|
|
2015
Q4 | $246K | Buy |
+12,952
| New | +$246K | 0.01% | 208 |
|