Allworth Financial’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$11 | – | 3688 |
|
|
2023
Q4 | – | Hold |
0
| – | -$10 | – | 3413 |
|
|
2023
Q3 | – | Hold |
0
| – | -$33 | – | 3403 |
|
|
2023
Q2 | – | Hold |
0
| – | -$74 | – | 3205 |
|
|
2023
Q1 | – | Hold |
0
| – | -$115 | – | 3113 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2909 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3142 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2856 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2410 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2137 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$1K | – | 1987 |
|
|
2021
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1440 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1446 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1275 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1390 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1341 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1120 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1030 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1053 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1049 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 951 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1003 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1027 |
|