IFP Advisors’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | -$4K | – | 4438 |
|
|
2022
Q4 | – | Hold |
0
| – | -$4K | – | 3945 |
|
|
2022
Q3 | – | Hold |
0
| – | -$4K | – | 4161 |
|
|
2022
Q2 | – | Hold |
0
| – | -$4K | – | 3924 |
|
|
2022
Q1 | – | Hold |
0
| – | -$1K | – | 3924 |
|
|
2021
Q4 | – | Hold |
0
| – | -$1K | – | 3094 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1K | – | 3092 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1K | – | 2931 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2860 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1K | – | 4100 |
|
|
2020
Q3 | – | Hold |
0
| – | -$1K | – | 2706 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2603 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3673 |
|
|
2019
Q4 | – | Hold |
0
| – | -$1K | – | 3644 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2937 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$2K | – | 3422 |
|
|
2018
Q4 | $2K | Buy |
+1
| New | +$2K | ﹤0.01% | 3153 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | -$12K | – | 3549 |
|
|
2018
Q2 | $12K | Buy |
+1
| New | +$12K | ﹤0.01% | 2757 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3815 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | -$9K | – | 4061 |
|
|
2017
Q3 | $9K | Sell |
1
-4
| -80% | -$36K | ﹤0.01% | 3058 |
|
|
2017
Q2 | $50K | Buy |
5
+2
| +67% | +$20K | ﹤0.01% | 1964 |
|
|
2017
Q1 | $26K | Buy |
+3
| New | +$26K | ﹤0.01% | 2314 |
|