Birchcreek 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
Q1 | – | Sell |
-900
| Closed | -$308K | – | 143 |
|
|
2022
Q4 | $308K | Hold |
900
| – | – | 0.27% | 93 |
|
|
2022
Q3 | $243K | Hold |
900
| – | – | 0.23% | 104 |
|
|
2022
Q2 | $298K | Hold |
900
| – | – | 0.27% | 87 |
|
|
2022
Q1 | $279K | Hold |
900
| – | – | 0.25% | 86 |
|
|
2021
Q4 | $335K | Hold |
900
| – | – | 0.29% | 80 |
|
|
2021
Q3 | $322K | Hold |
900
| – | – | 0.3% | 75 |
|
|
2021
Q2 | $311K | Hold |
900
| – | – | 0.3% | 78 |
|
|
2021
Q1 | $256K | Hold |
900
| – | – | 0.27% | 89 |
|
|
2020
Q4 | $222K | Buy |
+900
| New | +$222K | 0.22% | 88 |
|