Spartan Planning & Wealth Management’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
$92.5K Buy
+281
New +$92.5K 0.1% 103
2022
Q4
$322K Buy
+941
New +$322K 0.4% 43
2022
Q3
Sell
-679
Closed -$225K 122
2022
Q2
$225K Buy
+679
New +$225K 0.3% 29