SVA Wealth Management’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,918
| Closed | -$149K | – | 208 |
|
|
2016
Q1 | $149K | Hold |
10,918
| – | – | 0.02% | 195 |
|
|
2015
Q4 | $154K | Hold |
10,918
| – | – | 0.03% | 205 |
|
|
2015
Q3 | $147K | Buy |
+10,918
| New | +$147K | 0.03% | 198 |
|
|
2015
Q1 | – | Sell |
-10,718
| Closed | -$141K | – | 214 |
|
|
2014
Q4 | $141K | Buy |
+10,718
| New | +$141K | 0.05% | 179 |
|