IFP Advisors’s OneWater Marine ONEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$129 | – | 4149 |
|
|
2025
Q1 | – | Hold |
0
| – | -$139 | – | 3790 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3903 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$121 | – | 3539 |
|
|
2023
Q1 | $121 | Hold |
8
| – | – | ﹤0.01% | 3300 |
|
|
2022
Q4 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 4425 |
|
|
2022
Q3 | $14K | Hold |
10
| – | – | ﹤0.01% | 3403 |
|
|
2022
Q2 | $14K | Hold |
10
| – | – | ﹤0.01% | 3155 |
|
|
2022
Q1 | $14K | Buy |
+10
| New | +$14K | ﹤0.01% | 3155 |
|