AE Wealth Management’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-584
| Closed | -$217K | – | 2287 |
|
|
2024
Q4 | $217K | Buy |
+584
| New | +$217K | ﹤0.01% | 1241 |
|
|
2024
Q1 | – | Sell |
-720
| Closed | -$228K | – | 1980 |
|
|
2023
Q4 | $228K | Sell |
720
-237
| -25% | -$74.9K | ﹤0.01% | 1831 |
|
|
2023
Q3 | $262K | Buy |
957
+12
| +1% | +$3.29K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $252K | Buy |
+945
| New | +$252K | ﹤0.01% | 1665 |
|