Steward Partners Investment Advisory’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,245
| Closed | -$410K | – | 3415 |
|
|
2023
Q1 | $410K | Hold |
8,245
| – | – | 0.01% | 1002 |
|
|
2022
Q4 | $327K | Sell |
8,245
-25
| -0.3% | -$990 | 0.01% | 1051 |
|
|
2022
Q3 | $273K | Buy |
8,270
+131
| +2% | +$4.32K | 0.01% | 1070 |
|
|
2022
Q2 | $265K | Hold |
8,139
| – | – | ﹤0.01% | 1089 |
|
|
2022
Q1 | $382K | Buy |
8,139
+184
| +2% | +$8.64K | 0.01% | 1022 |
|
|
2021
Q4 | $372K | Sell |
7,955
-5,701
| -42% | -$267K | 0.01% | 1059 |
|
|
2021
Q3 | $513K | Buy |
13,656
+689
| +5% | +$25.9K | 0.01% | 894 |
|
|
2021
Q2 | $438K | Buy |
12,967
+3,384
| +35% | +$114K | 0.01% | 990 |
|
|
2021
Q1 | $252K | Buy |
9,583
+5,519
| +136% | +$145K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $110K | Buy |
4,064
+900
| +28% | +$24.4K | ﹤0.01% | 1327 |
|
|
2020
Q3 | $67K | Hold |
3,164
| – | – | ﹤0.01% | 1379 |
|
|
2020
Q2 | $59K | Hold |
3,164
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q1 | $35K | Buy |
3,164
+400
| +14% | +$4.43K | ﹤0.01% | 1399 |
|
|
2019
Q4 | $52K | Sell |
2,764
-697
| -20% | -$13.1K | ﹤0.01% | 1378 |
|
|
2019
Q3 | $58K | Hold |
3,461
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q2 | $49K | Buy |
+3,461
| New | +$49K | ﹤0.01% | 1345 |
|