Principal Financial Group’s Select Water Solutions WTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-48,603
| Closed | -$510K | – | 2327 |
|
2025
Q1 | $510K | Buy |
48,603
+1,822
| +4% | +$19.1K | ﹤0.01% | 1933 |
|
2024
Q4 | $619K | Buy |
46,781
+3,412
| +8% | +$45.2K | ﹤0.01% | 1933 |
|
2024
Q3 | $483K | Buy |
+43,369
| New | +$483K | ﹤0.01% | 1963 |
|
2024
Q1 | – | Sell |
-10,054
| Closed | -$76.3K | – | 2507 |
|
2023
Q4 | $76.3K | Sell |
10,054
-1,916
| -16% | -$14.5K | ﹤0.01% | 2299 |
|
2023
Q3 | $95.2K | Buy |
+11,970
| New | +$95.2K | ﹤0.01% | 2292 |
|
2022
Q2 | – | Sell |
-53,895
| Closed | -$462K | – | 2655 |
|
2022
Q1 | $462K | Buy |
53,895
+11,698
| +28% | +$100K | ﹤0.01% | 2137 |
|
2021
Q4 | $263K | Buy |
42,197
+10,774
| +34% | +$67.2K | ﹤0.01% | 2283 |
|
2021
Q3 | $163K | Buy |
31,423
+195
| +0.6% | +$1.01K | ﹤0.01% | 2456 |
|
2021
Q2 | $189K | Sell |
31,228
-3,443
| -10% | -$20.8K | ﹤0.01% | 2483 |
|
2021
Q1 | $173K | Buy |
34,671
+2,525
| +8% | +$12.6K | ﹤0.01% | 2391 |
|
2020
Q4 | $132K | Sell |
32,146
-1,293,346
| -98% | -$5.31M | ﹤0.01% | 2344 |
|
2020
Q3 | $5.09M | Sell |
1,325,492
-5,779
| -0.4% | -$22.2K | ﹤0.01% | 1430 |
|
2020
Q2 | $6.52M | Buy |
1,331,271
+264,512
| +25% | +$1.3M | 0.01% | 1303 |
|
2020
Q1 | $3.45M | Sell |
1,066,759
-46,317
| -4% | -$150K | ﹤0.01% | 1431 |
|
2019
Q4 | $10.3M | Buy |
1,113,076
+25,038
| +2% | +$232K | 0.01% | 1227 |
|
2019
Q3 | $9.42M | Buy |
1,088,038
+13,429
| +1% | +$116K | 0.01% | 1233 |
|
2019
Q2 | $12.5M | Buy |
1,074,609
+23,185
| +2% | +$269K | 0.01% | 1098 |
|
2019
Q1 | $12.6M | Buy |
1,051,424
+1,145
| +0.1% | +$13.8K | 0.01% | 1097 |
|
2018
Q4 | $6.64M | Buy |
1,050,279
+582,778
| +125% | +$3.68M | 0.01% | 1389 |
|
2018
Q3 | $5.54M | Buy |
467,501
+9,810
| +2% | +$116K | ﹤0.01% | 1571 |
|
2018
Q2 | $6.65M | Buy |
457,691
+3,372
| +0.7% | +$49K | 0.01% | 1506 |
|
2018
Q1 | $5.73M | Buy |
454,319
+4,423
| +1% | +$55.8K | 0.01% | 1513 |
|
2017
Q4 | $8.21M | Buy |
449,896
+109,375
| +32% | +$1.99M | 0.01% | 1366 |
|
2017
Q3 | $5.42M | Buy |
+340,521
| New | +$5.42M | 0.01% | 1537 |
|