Circle Wealth Management’s Waters Corp WAT Stock Holding History

Circle Wealth Management’s Portfolio WAT Stock Details WAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$560K	Buy
2021 Q3	–	Sell
2021 Q2	$483K	Buy
2021 Q1	$335K	Sell
2020 Q4	$311K	Buy