RP
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Riverwater Partners’s Information Services Group III Stock Holding History

Riverwater Partners’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-64,459
Closed -$260K – 193
2024
Q1 		$260K Sell
64,459
-971
-1% -$4.21K 0.19% 162
2023
Q4 		$308K Buy
65,430
+1,601
+3% +$7K 0.24% 133
2023
Q3 		$280K Buy
63,829
+29,844
+88% +$149K 0.25% 141
2023
Q2 		$182K Hold
33,985
– – 0.16% 181
2023
Q1 		$173K Hold
33,985
– – 0.16% 181
2022
Q4 		$156K Buy
+33,985
New +$172K 0.13% 193

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