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Transform Wealth’s Waters Corp WAT Stock Holding History

Transform Wealth’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,370
Closed -$265K – 257
2017
Q4 		$265K Hold
1,370
– – 0.05% 224
2017
Q3 		$246K Buy
+1,370
New +$248K 0.09% 193
2017
Q2 		– Sell
-2,000
Closed -$313K – 189
2017
Q1 		$313K Hold
2,000
– – 0.12% 177
2016
Q4 		$269K Hold
2,000
– – 0.11% 183
2016
Q3 		$317K Hold
2,000
– – 0.14% 169
2016
Q2 		$281K Buy
+2,000
New +$271K 0.12% 178

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