Steward Partners Investment Advisory’s Wellesley Bancorp, Inc. WEBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 2823 |
|
|
2020
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q4 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 1574 |
|
|
2019
Q2 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 1524 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$34K | – | 2482 |
|
|
2018
Q3 | $34K | Buy |
+1,000
| New | +$34K | ﹤0.01% | 1351 |
|