Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-601
| Closed | -$207K | – | 135 |
|
|
2024
Q1 | $207K | Sell |
601
-959
| -61% | -$330K | 0.08% | 90 |
|
|
2023
Q4 | $514K | Buy |
+1,560
| New | +$514K | 0.23% | 23 |
|
|
2022
Q1 | – | Sell |
-687
| Closed | -$256K | – | 123 |
|
|
2021
Q4 | $256K | Buy |
+687
| New | +$256K | 0.19% | 66 |
|
|
2021
Q2 | – | Sell |
-732
| Closed | -$208K | – | 86 |
|
|
2021
Q1 | $208K | Buy |
+732
| New | +$208K | 0.13% | 58 |
|