Sowell Financial Services’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-243
| Closed | -$75K | – | 2718 |
|
|
2021
Q1 | $75K | Hold |
243
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q4 | $60K | Hold |
243
| – | – | ﹤0.01% | 1336 |
|
|
2020
Q3 | $48K | Sell |
243
-3
| -1% | -$593 | ﹤0.01% | 1228 |
|
|
2020
Q2 | $44K | Hold |
246
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q1 | $45K | Sell |
246
-97
| -28% | -$17.7K | ﹤0.01% | 1101 |
|
|
2019
Q4 | $80K | Buy |
343
+12
| +4% | +$2.8K | 0.01% | 980 |
|
|
2019
Q3 | $74K | Buy |
+331
| New | +$74K | 0.01% | 906 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$15K | – | 564 |
|
|
2016
Q4 | $15K | Buy |
+100
| New | +$15K | 0.01% | 452 |
|