Mark Sheptoff Financial Planning’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,850
| Closed | -$92K | – | 408 |
|
|
2023
Q1 | $92K | Hold |
1,850
| – | – | 0.05% | 118 |
|
|
2022
Q4 | $73.3K | Hold |
1,850
| – | – | 0.04% | 131 |
|
|
2022
Q3 | $61K | Hold |
1,850
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $60K | Buy |
1,850
+700
| +61% | +$22.7K | 0.03% | 146 |
|
|
2022
Q1 | $54K | Buy |
1,150
+50
| +5% | +$2.35K | 0.03% | 175 |
|
|
2021
Q4 | $51K | Buy |
1,100
+800
| +267% | +$37.1K | 0.02% | 182 |
|
|
2021
Q3 | $11K | Buy |
+300
| New | +$11K | 0.01% | 301 |
|