Resurgent 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
Q1 | – | Sell |
-429
| Closed | -$141K | – | 479 |
|
|
2023
Q4 | $141K | Sell |
429
-7
| -2% | -$2.31K | 0.09% | 205 |
|
|
2023
Q3 | $120K | Hold |
436
| – | – | 0.08% | 207 |
|
|
2023
Q2 | $116K | Buy |
436
+3
| +0.7% | +$800 | 0.08% | 214 |
|
|
2023
Q1 | $134K | Hold |
433
| – | – | 0.09% | 193 |
|
|
2022
Q4 | $148K | Buy |
+433
| New | +$148K | 0.08% | 242 |
|