WAS
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Winch Advisory Services’s Waterstone Financial WSBF Stock Holding History

Winch Advisory Services’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1.47K – 564
2024
Q3 		$1.47K Buy
+100
New +$1.45K ﹤0.01% 388

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FP
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Winch Advisory Services's WSBF Position: Q4 2024 in Review

Winch Advisory Services sold out of Waterstone Financial (WSBF) in Q4 2024, closing a stake of 100 shares — an estimated $1.47K sold.

Winch Advisory Services first reported a position in WSBF in Q3 2024 and held it in 1 quarter. The position peaked at $1.47K in Q3 2024. 92 funds tracked by Wall St. Rank hold WSBF as of Q4 2024.

  • Winch Advisory Services reported no remaining Waterstone Financial position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 100 Waterstone Financial shares in Q4 2024, an estimated $1.47K.
  • Winch Advisory Services first reported a position in Waterstone Financial in Q3 2024 and held it in 1 quarter.
  • Winch Advisory Services's Waterstone Financial position peaked at $1.47K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.