Concord Wealth Partners’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$371 | – | 981 |
|
|
2024
Q4 | $371 | Hold |
1
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $360 | Buy |
+1
| New | +$360 | ﹤0.01% | 911 |
|
|
2024
Q2 | – | Sell |
-115
| Closed | -$39.6K | – | 915 |
|
|
2024
Q1 | $39.6K | Sell |
115
-151
| -57% | -$52K | 0.01% | 390 |
|
|
2023
Q4 | $87.6K | Sell |
266
-17
| -6% | -$5.6K | 0.02% | 288 |
|
|
2023
Q3 | $77.6K | Buy |
+283
| New | +$77.6K | 0.02% | 317 |
|