FormulaFolio Investments’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $13K | Buy |
+38
| New | +$13K | ﹤0.01% | 227 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 233 |
|
2020
Q3 | – | Sell |
-1,119
| Closed | -$202K | – | 342 |
|
2020
Q2 | $202K | Buy |
+1,119
| New | +$202K | 0.01% | 280 |
|
2015
Q1 | – | Sell |
-4,146
| Closed | -$467K | – | 106 |
|
2014
Q4 | $467K | Buy |
+4,146
| New | +$467K | 0.18% | 39 |
|