Kovitz Investment Group Partners’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,808
| Closed | -$169K | – | 462 |
|
|
2021
Q3 | $169K | Sell |
14,808
-1,221
| -8% | -$13.9K | ﹤0.01% | 413 |
|
|
2021
Q2 | $213K | Hold |
16,029
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $143K | Hold |
16,029
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $150K | Hold |
16,029
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $144K | Buy |
+16,029
| New | +$144K | ﹤0.01% | 384 |
|