MSFP
AQUA

Mark Sheptoff Financial Planning’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AQUA Stock Details AQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$26.6K 0.03% 146
2022
Q1 		$54K Buy
1,150
+50
+5% +$2.13K 0.03% 175
2021
Q4 		$51K Buy
1,100
+800
+267% +$34.8K 0.02% 182
2021
Q3 		$11K Buy
+300
New +$10.8K 0.01% 301

Other funds holding AQUA

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's AQUA Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 1,850 shares — an estimated $92K sold.

Mark Sheptoff Financial Planning first reported a position in AQUA in Q3 2021 and held it in 7 quarters. The position peaked at $92K in Q1 2023. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

  • Mark Sheptoff Financial Planning reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,850 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $92K.
  • Mark Sheptoff Financial Planning first reported a position in Evoqua Water Technologies Corp. Common Stock in Q3 2021 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Evoqua Water Technologies Corp. Common Stock position peaked at $92K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.