Zurich Cantonal Bank’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,197
| Closed | -$63.5K | – | 2861 |
|
|
2023
Q1 | $63.5K | Hold |
4,197
| – | – | ﹤0.01% | 2521 |
|
|
2022
Q4 | $72.4K | Buy |
4,197
+2,024
| +93% | +$34.9K | ﹤0.01% | 2462 |
|
|
2022
Q3 | $35K | Hold |
2,173
| – | – | ﹤0.01% | 2693 |
|
|
2022
Q2 | $37K | Hold |
2,173
| – | – | ﹤0.01% | 2677 |
|
|
2022
Q1 | $42K | Hold |
2,173
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q4 | $48K | Hold |
2,173
| – | – | ﹤0.01% | 2754 |
|
|
2021
Q3 | $45K | Hold |
2,173
| – | – | ﹤0.01% | 2649 |
|
|
2021
Q2 | $43K | Sell |
2,173
-1,939
| -47% | -$38.4K | ﹤0.01% | 2485 |
|
|
2021
Q1 | $84K | Hold |
4,112
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q4 | $77K | Sell |
4,112
-2,190
| -35% | -$41K | ﹤0.01% | 2316 |
|
|
2020
Q3 | $98K | Hold |
6,302
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q2 | $93K | Hold |
6,302
| – | – | ﹤0.01% | 1982 |
|
|
2020
Q1 | $92K | Buy |
6,302
+3,632
| +136% | +$53K | ﹤0.01% | 1650 |
|
|
2019
Q4 | $51K | Hold |
2,670
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q3 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2104 |
|
|
2019
Q2 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q1 | $44K | Hold |
2,670
| – | – | ﹤0.01% | 2088 |
|
|
2018
Q4 | $45K | Hold |
2,670
| – | – | ﹤0.01% | 2097 |
|
|
2018
Q3 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2195 |
|
|
2018
Q2 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2186 |
|
|
2018
Q1 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2121 |
|
|
2017
Q4 | $46K | Hold |
2,670
| – | – | ﹤0.01% | 2122 |
|
|
2017
Q3 | $52K | Hold |
2,670
| – | – | ﹤0.01% | 1780 |
|
|
2017
Q2 | $50K | Buy |
2,670
+925
| +53% | +$17.3K | ﹤0.01% | 1764 |
|
|
2017
Q1 | $32K | Hold |
1,745
| – | – | ﹤0.01% | 2073 |
|
|
2016
Q4 | $32K | Hold |
1,745
| – | – | ﹤0.01% | 2037 |
|
|
2016
Q3 | $30K | Hold |
1,745
| – | – | ﹤0.01% | 2016 |
|
|
2016
Q2 | $27K | Hold |
1,745
| – | – | ﹤0.01% | 1883 |
|
|
2016
Q1 | $24K | Hold |
1,745
| – | – | ﹤0.01% | 1916 |
|
|
2015
Q4 | $25K | Hold |
1,745
| – | – | ﹤0.01% | 1896 |
|
|
2015
Q3 | $24K | Buy |
1,745
+1,307
| +298% | +$18K | ﹤0.01% | 1450 |
|
|
2015
Q2 | $6K | Hold |
438
| – | – | ﹤0.01% | 1819 |
|
|
2015
Q1 | $6K | Buy |
+438
| New | +$6K | ﹤0.01% | 1778 |
|