Plante Moran Financial 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
Q4 | – | Sell |
-238
| Closed | -$85.7K | – | 1000 |
|
|
2024
Q3 | $85.7K | Buy |
+238
| New | +$85.7K | 0.01% | 303 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$6K | – | 1039 |
|
|
2021
Q4 | $6K | Buy |
+16
| New | +$6K | ﹤0.01% | 799 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$12K | – | 1043 |
|
|
2016
Q4 | $12K | Buy |
90
+3
| +3% | +$400 | 0.01% | 564 |
|
|
2016
Q3 | $14K | Buy |
+87
| New | +$14K | 0.01% | 546 |
|
|
2016
Q2 | – | Sell |
-118
| Closed | -$16K | – | 943 |
|
|
2016
Q1 | $16K | Hold |
118
| – | – | 0.01% | 414 |
|
|
2015
Q4 | $16K | Buy |
+118
| New | +$16K | 0.01% | 491 |
|