Steward Partners Investment Advisory’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$3 | – | 4110 |
|
|
2025
Q1 | – | Hold |
0
| – | -$10 | – | 4012 |
|
|
2024
Q4 | – | Hold |
0
| – | -$6 | – | 3959 |
|
|
2024
Q3 | – | Hold |
0
| – | -$11 | – | 3728 |
|
|
2024
Q2 | – | Hold |
0
| – | -$20 | – | 3600 |
|
|
2024
Q1 | – | Hold |
0
| – | -$18 | – | 3546 |
|
|
2023
Q4 | – | Hold |
0
| – | -$16 | – | 3478 |
|
|
2023
Q3 | – | Hold |
0
| – | -$52 | – | 3361 |
|
|
2023
Q2 | – | Hold |
0
| – | -$116 | – | 3283 |
|
|
2023
Q1 | – | Hold |
0
| – | -$180 | – | 3255 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3268 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3399 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3385 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 3391 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3328 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$29K | – | 3351 |
|
|
2021
Q2 | $29K | Hold |
17
| – | – | ﹤0.01% | 4316 |
|
|
2021
Q1 | $41.5K | Buy |
+17
| New | +$41.5K | ﹤0.01% | 2078 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1K | – | 3003 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$2K | – | 2695 |
|
|
2020
Q2 | $2K | Hold |
1
| – | – | ﹤0.01% | 2505 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 2544 |
|
|
2019
Q3 | $2K | Hold |
1
| – | – | ﹤0.01% | 2464 |
|
|
2019
Q2 | $2K | Buy |
+1
| New | +$2K | ﹤0.01% | 2473 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$6K | – | 2149 |
|
|
2018
Q3 | $6K | Hold |
1
| – | – | ﹤0.01% | 2084 |
|
|
2018
Q2 | $10K | Buy |
+1
| New | +$10K | ﹤0.01% | 1749 |
|
|
2018
Q1 | – | Hold |
0
| – | -$4K | – | 1873 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | -$5K | – | 1588 |
|
|
2017
Q3 | $5K | Hold |
1
| – | – | ﹤0.01% | 1311 |
|
|
2017
Q2 | $11K | Hold |
1
| – | – | ﹤0.01% | 1027 |
|
|
2017
Q1 | $6K | Hold |
1
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q4 | $7K | Buy |
+1
| New | +$7K | ﹤0.01% | 621 |
|