Symphony Financial’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,368
| Closed | -$359K | – | 190 |
|
|
2023
Q2 | $359K | Sell |
1,368
-236
| -15% | -$61.9K | 0.09% | 141 |
|
|
2023
Q1 | $489K | Sell |
1,604
-276
| -15% | -$84.1K | 0.13% | 138 |
|
|
2022
Q4 | $655K | Sell |
1,880
-1,889
| -50% | -$658K | 0.17% | 110 |
|
|
2022
Q3 | $1.04M | Sell |
3,769
-17
| -0.4% | -$4.67K | 0.34% | 67 |
|
|
2022
Q2 | $1.25M | Sell |
3,786
-203
| -5% | -$67K | 0.37% | 59 |
|
|
2022
Q1 | $1.25M | Buy |
3,989
+750
| +23% | +$235K | 0.29% | 68 |
|
|
2021
Q4 | $1.18M | Buy |
+3,239
| New | +$1.18M | 0.33% | 65 |
|