Marshall Financial Group (Maryland)’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,880
| Closed | -$776K | – | 198 |
|
|
2022
Q3 | $776K | Sell |
2,880
-15
| -0.5% | -$4.04K | 0.33% | 99 |
|
|
2022
Q2 | $958K | Buy |
2,895
+243
| +9% | +$80.4K | 0.38% | 73 |
|
|
2022
Q1 | $823K | Buy |
2,652
+21
| +0.8% | +$6.52K | 0.34% | 105 |
|
|
2021
Q4 | $980K | Buy |
2,631
+391
| +17% | +$146K | 0.36% | 100 |
|
|
2021
Q3 | $800K | Buy |
2,240
+137
| +7% | +$48.9K | 0.41% | 82 |
|
|
2021
Q2 | $727K | Buy |
+2,103
| New | +$727K | 0.39% | 83 |
|