RIA Advisory Group’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-737
| Closed | -$202K | – | 198 |
|
|
2023
Q3 | $202K | Sell |
737
-19
| -3% | -$5.21K | 0.09% | 109 |
|
|
2023
Q2 | $202K | Sell |
756
-15
| -2% | -$4K | 0.09% | 112 |
|
|
2023
Q1 | $239K | Sell |
771
-85
| -10% | -$26.3K | 0.11% | 97 |
|
|
2022
Q4 | $287K | Buy |
+856
| New | +$287K | 0.17% | 72 |
|