UBS Group’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 |
-3,792
| Closed | -$105K | – | 7591 |
|
|
2020
Q1 | $105K | Sell |
3,792
-486
| -11% | -$13.5K | ﹤0.01% | 4396 |
|
|
2019
Q4 | $194K | Buy |
4,278
+1,278
| +43% | +$58K | ﹤0.01% | 4616 |
|
|
2019
Q3 | $94K | Sell |
3,000
-1,377
| -31% | -$43.1K | ﹤0.01% | 4880 |
|
|
2019
Q2 | $142K | Sell |
4,377
-449
| -9% | -$14.6K | ﹤0.01% | 4319 |
|
|
2019
Q1 | $147K | Sell |
4,826
-1,336
| -22% | -$40.7K | ﹤0.01% | 4044 |
|
|
2018
Q4 | $171K | Buy |
6,162
+107
| +2% | +$2.97K | ﹤0.01% | 4235 |
|
|
2018
Q3 | $207K | Buy |
6,055
+314
| +5% | +$10.7K | ﹤0.01% | 4209 |
|
|
2018
Q2 | $185K | Sell |
5,741
-1,523
| -21% | -$49.1K | ﹤0.01% | 4160 |
|
|
2018
Q1 | $216K | Buy |
7,264
+195
| +3% | +$5.8K | ﹤0.01% | 3938 |
|
|
2017
Q4 | $210K | Buy |
7,069
+178
| +3% | +$5.29K | ﹤0.01% | 3976 |
|
|
2017
Q3 | $186K | Sell |
6,891
-770
| -10% | -$20.8K | ﹤0.01% | 4051 |
|
|
2017
Q2 | $212K | Buy |
7,661
+2,055
| +37% | +$56.9K | ﹤0.01% | 3864 |
|
|
2017
Q1 | $147K | Sell |
5,606
-1,003
| -15% | -$26.3K | ﹤0.01% | 3996 |
|
|
2016
Q4 | $184K | Buy |
6,609
+2,214
| +50% | +$61.6K | ﹤0.01% | 3989 |
|
|
2016
Q3 | $97K | Buy |
4,395
+845
| +24% | +$18.7K | ﹤0.01% | 4168 |
|
|
2016
Q2 | $72K | Hold |
3,550
| – | – | ﹤0.01% | 4418 |
|
|
2016
Q1 | $68K | Buy |
+3,550
| New | +$68K | ﹤0.01% | 4491 |
|
|
2015
Q4 | – | Sell |
-1,130
| Closed | -$21K | – | 7087 |
|
|
2015
Q3 | $21K | Buy |
1,130
+157
| +16% | +$2.92K | ﹤0.01% | 5408 |
|
|
2015
Q2 | $19K | Buy |
973
+798
| +456% | +$15.6K | ﹤0.01% | 5546 |
|
|
2015
Q1 | $3K | Sell |
175
-202
| -54% | -$3.46K | ﹤0.01% | 6374 |
|
|
2014
Q4 | $7K | Buy |
+377
| New | +$7K | ﹤0.01% | 6207 |
|