Focused Wealth Management’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-825
| Closed | -$307K | – | 1054 |
|
|
2021
Q4 | $307K | Buy |
825
+125
| +18% | +$46.5K | 0.05% | 128 |
|
|
2021
Q3 | $250K | Buy |
+700
| New | +$250K | 0.04% | 147 |
|
|
2019
Q3 | – | Sell |
-600
| Closed | -$129K | – | 743 |
|
|
2019
Q2 | $129K | Hold |
600
| – | – | 0.03% | 203 |
|
|
2019
Q1 | $151K | Buy |
+600
| New | +$151K | 0.05% | 158 |
|