Mark Sheptoff Financial Planning’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3
| Closed | -$7K | – | 381 |
|
|
2019
Q3 | $7K | Hold |
3
| – | – | ﹤0.01% | 293 |
|
|
2019
Q2 | $9K | Sell |
3
-1
| -25% | -$3K | 0.01% | 273 |
|
|
2019
Q1 | $15K | Sell |
4
-4
| -50% | -$15K | 0.01% | 232 |
|
|
2018
Q4 | $27K | Buy |
8
+1
| +14% | +$3.38K | 0.02% | 173 |
|
|
2018
Q3 | $45K | Sell |
7
-2
| -22% | -$12.9K | 0.03% | 174 |
|
|
2018
Q2 | $79K | Buy |
9
+7
| +350% | +$61.4K | 0.06% | 136 |
|
|
2018
Q1 | $21K | Buy |
+2
| New | +$21K | 0.01% | 230 |
|