Wealthfront’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $286K | Sell |
1,467
-247
| -14% | -$48.2K | ﹤0.01% | 454 |
|
2018
Q2 | $332K | Sell |
1,714
-224
| -12% | -$43.4K | ﹤0.01% | 421 |
|
2018
Q1 | $385K | Buy |
1,938
+144
| +8% | +$28.6K | ﹤0.01% | 405 |
|
2017
Q4 | $347K | Buy |
1,794
+45
| +3% | +$8.7K | ﹤0.01% | 415 |
|
2017
Q3 | $314K | Sell |
1,749
-17
| -1% | -$3.05K | ﹤0.01% | 412 |
|
2017
Q2 | $325K | Buy |
1,766
+284
| +19% | +$52.3K | ﹤0.01% | 366 |
|
2017
Q1 | $232K | Buy |
+1,482
| New | +$232K | ﹤0.01% | 393 |
|
2016
Q4 | – | Sell |
-1,375
| Closed | -$218K | – | 403 |
|
2016
Q3 | $218K | Buy |
+1,375
| New | +$218K | 0.01% | 351 |
|
2015
Q4 | – | Sell |
-944
| Closed | -$112K | – | 1064 |
|
2015
Q3 | $112K | Buy |
944
+81
| +9% | +$9.61K | ﹤0.01% | 382 |
|
2015
Q2 | $111K | Buy |
863
+309
| +56% | +$39.7K | ﹤0.01% | 382 |
|
2015
Q1 | $69K | Buy |
554
+55
| +11% | +$6.85K | ﹤0.01% | 447 |
|
2014
Q4 | $56K | Buy |
499
+112
| +29% | +$12.6K | ﹤0.01% | 465 |
|
2014
Q3 | $38K | Buy |
387
+148
| +62% | +$14.5K | ﹤0.01% | 457 |
|
2014
Q2 | $25K | Sell |
239
-349
| -59% | -$36.5K | ﹤0.01% | 474 |
|
2014
Q1 | $64K | Buy |
+588
| New | +$64K | 0.01% | 210 |
|