Steward Partners Investment Advisory’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$23K | – | 3391 |
|
|
2022
Q1 | $23K | Sell |
1,200
-200
| -14% | -$3.83K | ﹤0.01% | 2304 |
|
|
2021
Q4 | $31K | Sell |
1,400
-150
| -10% | -$3.32K | ﹤0.01% | 2128 |
|
|
2021
Q3 | $32K | Buy |
1,550
+100
| +7% | +$2.07K | ﹤0.01% | 2106 |
|
|
2021
Q2 | $29K | Hold |
1,450
| – | – | ﹤0.01% | 4317 |
|
|
2021
Q1 | $29.6K | Sell |
1,450
-150
| -9% | -$3.06K | ﹤0.01% | 2274 |
|
|
2020
Q4 | $30K | Buy |
+1,600
| New | +$30K | ﹤0.01% | 1911 |
|