Creative Planning’s Select Water Solutions WTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
31,498
+19,565
| +164% | +$169K | ﹤0.01% | 2976 |
|
|
2025
Q1 | $125K | Sell |
11,933
-154
| -1% | -$1.62K | ﹤0.01% | 3193 |
|
|
2024
Q4 | $160K | Buy |
12,087
+1,981
| +20% | +$26.2K | ﹤0.01% | 3034 |
|
|
2024
Q3 | $112K | Buy |
+10,106
| New | +$112K | ﹤0.01% | 2993 |
|
|
2023
Q2 | – | Sell |
-109
| Closed | -$759 | – | 2714 |
|
|
2023
Q1 | $759 | Buy |
+109
| New | +$759 | ﹤0.01% | 2466 |
|
|
2021
Q2 | – | Sell |
-11,800
| Closed | -$59K | – | 2350 |
|
|
2021
Q1 | $59K | Hold |
11,800
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q4 | $48K | Hold |
11,800
| – | – | ﹤0.01% | 2029 |
|
|
2020
Q3 | $45K | Hold |
11,800
| – | – | ﹤0.01% | 1860 |
|
|
2020
Q2 | $58K | Hold |
11,800
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $38K | Hold |
11,800
| – | – | ﹤0.01% | 1634 |
|
|
2019
Q4 | $110K | Hold |
11,800
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q3 | $102K | Hold |
11,800
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q2 | $137K | Hold |
11,800
| – | – | ﹤0.01% | 1692 |
|
|
2019
Q1 | $142K | Sell |
11,800
-575
| -5% | -$6.92K | ﹤0.01% | 1634 |
|
|
2018
Q4 | $78K | Buy |
12,375
+575
| +5% | +$3.62K | ﹤0.01% | 1649 |
|
|
2018
Q3 | $140K | Buy |
11,800
+1,000
| +9% | +$11.9K | ﹤0.01% | 1725 |
|
|
2018
Q2 | $157K | Sell |
10,800
-36
| -0.3% | -$523 | ﹤0.01% | 1675 |
|
|
2018
Q1 | $137K | Buy |
+10,836
| New | +$137K | ﹤0.01% | 1675 |
|
|
2017
Q3 | – | Sell |
-5,300
| Closed | -$64K | – | 3623 |
|
|
2017
Q2 | $64K | Buy |
+5,300
| New | +$64K | ﹤0.01% | 2308 |
|