Outlook Wealth Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,877
| Closed | -$646K | – | 296 |
|
|
2024
Q1 | $646K | Sell |
1,877
-244
| -12% | -$84K | 0.2% | 110 |
|
|
2023
Q4 | $698K | Sell |
2,121
-554
| -21% | -$182K | 0.24% | 85 |
|
|
2023
Q3 | $734K | Buy |
2,675
+59
| +2% | +$16.2K | 0.28% | 86 |
|
|
2023
Q2 | $697K | Buy |
+2,616
| New | +$697K | 0.26% | 100 |
|