Icon Wealth Advisors’s Select Water Solutions WTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Hold |
629,569
| – | – | 0.39% | 54 |
|
|
2025
Q1 | $6.61M | Hold |
629,569
| – | – | 0.54% | 40 |
|
|
2024
Q4 | $8.34M | Hold |
629,569
| – | – | 0.69% | 28 |
|
|
2024
Q3 | $7.01M | Buy |
629,569
+284,891
| +83% | +$3.17M | 0.58% | 31 |
|
|
2024
Q2 | $4.07M | Sell |
344,678
-284,891
| -45% | -$3.37M | 0.36% | 57 |
|
|
2024
Q1 | $5.81M | Hold |
629,569
| – | – | 0.54% | 36 |
|
|
2023
Q4 | $4.78M | Buy |
+629,569
| New | +$4.78M | 0.5% | 39 |
|
|
2022
Q4 | $487K | Hold |
52,676
| – | – | 0.06% | 195 |
|
|
2022
Q3 | $367K | Buy |
+52,676
| New | +$367K | 0.04% | 214 |
|