Berman Capital Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $74K | Buy |
208
+29
| +16% | +$10.3K | 0.01% | 534 |
|
|
2021
Q2 | $61K | Buy |
179
+35
| +24% | +$11.9K | 0.01% | 513 |
|
|
2021
Q1 | $40K | Buy |
144
+65
| +82% | +$18.1K | 0.01% | 568 |
|
|
2020
Q4 | $19K | Hold |
79
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $15K | Buy |
79
+4
| +5% | +$759 | ﹤0.01% | 673 |
|
|
2020
Q2 | $12K | Sell |
75
-52
| -41% | -$8.32K | ﹤0.01% | 702 |
|
|
2020
Q1 | $22K | Buy |
127
+17
| +15% | +$2.95K | 0.01% | 476 |
|
|
2019
Q4 | $25K | Hold |
110
| – | – | 0.01% | 474 |
|
|
2019
Q3 | $24K | Buy |
110
+40
| +57% | +$8.73K | 0.01% | 464 |
|
|
2019
Q2 | $15K | Sell |
70
-17
| -20% | -$3.64K | ﹤0.01% | 601 |
|
|
2019
Q1 | $21K | Buy |
87
+30
| +53% | +$7.24K | 0.01% | 446 |
|
|
2018
Q4 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 537 |
|