Transform Wealth’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$246K | 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 | +$281K | 0.12% | 178 |
|