Welch & Forbes’s OneWater Marine ONEW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,170
| Closed | -$247K | – | 393 |
|
2022
Q1 | $247K | Hold |
7,170
| – | – | ﹤0.01% | 355 |
|
2021
Q4 | $437K | Hold |
7,170
| – | – | 0.01% | 299 |
|
2021
Q3 | $288K | Hold |
7,170
| – | – | ﹤0.01% | 346 |
|
2021
Q2 | $301K | Sell |
7,170
-2,000
| -22% | -$84K | 0.01% | 348 |
|
2021
Q1 | $366K | Hold |
9,170
| – | – | 0.01% | 318 |
|
2020
Q4 | $267K | Buy |
+9,170
| New | +$267K | 0.01% | 350 |
|