Sugarloaf Wealth Management’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $186K | Hold |
|
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|
2023
Q4 | $178K | Hold |
|
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|
2023
Q3 | $148K | Hold |
|
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $168K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $146K | Hold |
|
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $187K | Hold |
|
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|
2021
Q1 | $154 | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $98K | Hold |
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $126K | Buy |
|