True Wealth Design’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.14K | Sell |
9
-61
| -87% | -$21.3K | ﹤0.01% | 995 |
|
2025
Q1 | $25.8K | Buy |
70
+60
| +600% | +$22.1K | 0.01% | 300 |
|
2024
Q4 | $3.71K | Buy |
10
+6
| +150% | +$2.23K | ﹤0.01% | 596 |
|
2024
Q3 | $1.44K | Buy |
4
+1
| +33% | +$360 | ﹤0.01% | 877 |
|
2024
Q2 | $871 | Buy |
3
+1
| +50% | +$290 | ﹤0.01% | 537 |
|
2024
Q1 | $689 | Buy |
2
+1
| +100% | +$345 | ﹤0.01% | 553 |
|
2023
Q4 | $330 | Hold |
1
| – | – | ﹤0.01% | 590 |
|
2023
Q3 | $275 | Hold |
1
| – | – | ﹤0.01% | 581 |
|
2023
Q2 | $267 | Hold |
1
| – | – | ﹤0.01% | 609 |
|
2023
Q1 | $310 | Hold |
1
| – | – | ﹤0.01% | 651 |
|
2022
Q4 | $343 | Buy |
+1
| New | +$343 | ﹤0.01% | 553 |
|