Glassman Wealth Services’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$348 | – | 2045 |
|
|
2023
Q1 | $348 | Hold |
7
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q4 | $277 | Hold |
7
| – | – | ﹤0.01% | 1726 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2083 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2102 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2035 |
|
|
2021
Q4 | $0 | Sell |
7
-50
| -88% | -$2.18K | ﹤0.01% | 2001 |
|
|
2021
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q2 | $2K | Buy |
57
+50
| +714% | +$1.5K | ﹤0.01% | 1204 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q2 | $0 | Buy |
+7
| New | +$116 | ﹤0.01% | 1620 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | – | – | 1678 |
|
|
2019
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 1451 |
|
|
2019
Q1 | $0 | Buy |
+21
| New | +$250 | ﹤0.01% | 1245 |
|
Other funds holding AQUA
Glassman Wealth Services's AQUA Position: Q2 2023 in Review
Glassman Wealth Services sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 7 shares — an estimated $348 sold.
Glassman Wealth Services first reported a position in AQUA in Q1 2019 and held it in 16 quarters. The position peaked at $2K in Q3 2021. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.
- Glassman Wealth Services reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
- Glassman Wealth Services sold 7 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $348.
- Glassman Wealth Services first reported a position in Evoqua Water Technologies Corp. Common Stock in Q1 2019 and held it in 16 quarters.
- Glassman Wealth Services's Evoqua Water Technologies Corp. Common Stock position peaked at $2K in Q3 2021.
- 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.
Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.