WealthSource Partners’s Energous WATT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42
| Closed | -$6K | – | 513 |
|
|
2023
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $13.5K | Hold |
42
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $20.9K | Hold |
42
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $26K | Hold |
42
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $25K | Buy |
+42
| New | +$25K | ﹤0.01% | 506 |
|
|
2016
Q4 | – | Sell |
-28
| Closed | -$324K | – | 293 |
|
|
2016
Q3 | $324K | Sell |
28
-11
| -28% | -$127K | 0.12% | 171 |
|
|
2016
Q2 | $301K | Sell |
39
-2
| -5% | -$15.4K | 0.11% | 168 |
|
|
2016
Q1 | $250K | Buy |
+41
| New | +$250K | 0.1% | 186 |
|