OneDigital Investment Advisors’s Select Water Solutions WTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,926
| Closed | -$533K | – | 1526 |
|
|
2024
Q3 | $533K | Buy |
47,926
+481
| +1% | +$5.35K | 0.01% | 912 |
|
|
2024
Q2 | $508K | Buy |
47,445
+1,153
| +2% | +$12.3K | 0.01% | 895 |
|
|
2024
Q1 | $427K | Buy |
46,292
+1,228
| +3% | +$11.3K | 0.01% | 794 |
|
|
2023
Q4 | $342K | Sell |
45,064
-1,376
| -3% | -$10.4K | 0.01% | 867 |
|
|
2023
Q3 | $369K | Buy |
46,440
+105
| +0.2% | +$835 | 0.01% | 731 |
|
|
2023
Q2 | $375K | Buy |
46,335
+1,854
| +4% | +$15K | 0.01% | 736 |
|
|
2023
Q1 | $310K | Buy |
+44,481
| New | +$310K | 0.01% | 771 |
|