Cassady Schiller Wealth Management’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Cassady Schiller Wealth Management’s Portfolio AQUA Stock Details AQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-327	Closed	-$16.3K	–	499
2023 Q1	$16.3K	Hold	327	–	–	0.01%	289
2022 Q4	$12.9K	Buy	+327	New	+$12.9K	0.01%	299
2022 Q1	–	Sell	-327	Closed	-$15K	–	642
2021 Q4	$15K	Buy	+327	New	+$14.2K	0.01%	295

Other funds holding AQUA

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassady Schiller Wealth Management's AQUA Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 327 shares — an estimated $16.3K sold.

Cassady Schiller Wealth Management first reported a position in AQUA in Q4 2021 and held it in 3 quarters. The position peaked at $16.3K in Q1 2023. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Cassady Schiller Wealth Management reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Cassady Schiller Wealth Management sold 327 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $16.3K.
Cassady Schiller Wealth Management first reported a position in Evoqua Water Technologies Corp. Common Stock in Q4 2021 and held it in 3 quarters.
Cassady Schiller Wealth Management's Evoqua Water Technologies Corp. Common Stock position peaked at $16.3K in Q1 2023.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.