BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1.86K | – | 1085 |
|
|
2023
Q1 | $1.86K | Hold |
6
| – | – | ﹤0.01% | 839 |
|
|
2022
Q4 | $2.06K | Hold |
6
| – | – | ﹤0.01% | 794 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 843 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 886 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 945 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 922 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 862 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 816 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 909 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 878 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 918 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 896 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 909 |
|