TrueWealth LLC’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $67K | Hold |
370
| – | – | 0.03% | 241 |
|
|
2020
Q1 | $67K | Hold |
370
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $86K | Sell |
370
-19
| -5% | -$4.42K | 0.03% | 219 |
|
|
2019
Q3 | $87K | Hold |
389
| – | – | 0.04% | 217 |
|
|
2019
Q2 | $84K | Hold |
389
| – | – | 0.04% | 215 |
|
|
2019
Q1 | $98K | Hold |
389
| – | – | 0.05% | 199 |
|
|
2018
Q4 | $73K | Sell |
389
-11
| -3% | -$2.06K | 0.04% | 213 |
|
|
2018
Q3 | $78K | Buy |
+400
| New | +$78K | 0.04% | 222 |
|