Steward Partners Investment Advisory’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Steward Partners Investment Advisory’s Portfolio WEBK Stock Details WEBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$33.4K	﹤0.01%	1524
2018 Q4	–	Sell	-1,000	Closed	-$34K	–	2478
2018 Q3	$34K	Buy	+1,000	New	+$33.7K	﹤0.01%	1351

Steward Partners Investment Advisory's WEBK Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of Wellesley Bancorp, Inc. (WEBK) in Q2 2020, closing a stake of 1,000 shares — an estimated $27K sold.

Steward Partners Investment Advisory first reported a position in WEBK in Q3 2018 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 0 funds tracked by Wall St. Rank hold WEBK as of Q2 2020.

Steward Partners Investment Advisory reported no remaining Wellesley Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,000 Wellesley Bancorp, Inc. shares in Q2 2020, an estimated $27K.
Steward Partners Investment Advisory first reported a position in Wellesley Bancorp, Inc. in Q3 2018 and held it in 5 quarters.
Steward Partners Investment Advisory's Wellesley Bancorp, Inc. position peaked at $45K in Q4 2019.
0 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.