Financial Synergies Wealth Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.72K | – | 475 |
|
|
2024
Q1 | $1.72K | Buy |
5
+2
| +67% | +$689 | ﹤0.01% | 340 |
|
|
2023
Q4 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $823 | Hold |
3
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $800 | Hold |
3
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $929 | Hold |
3
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $809 | Hold |
3
| – | – | ﹤0.01% | 323 |
|
|
2022
Q2 | $993 | Buy |
+3
| New | +$993 | ﹤0.01% | 309 |
|