WA
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WFG Advisors’s Waters Corp WAT Stock Holding History

WFG Advisors’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$95K Hold
518
– – 0.02% 539
2017
Q1 		$81K Hold
518
– – 0.02% 541
2016
Q4 		$70K Buy
518
+3
+0.6% +$428 0.02% 637
2016
Q3 		$82K Hold
515
– – 0.02% 578
2016
Q2 		$72K Hold
515
– – 0.02% 591
2016
Q1 		$68K Buy
515
+53
+11% +$6.61K 0.02% 583
2015
Q4 		$62K Hold
462
– – 0.02% 607
2015
Q3 		$55K Buy
+462
New +$58.4K 0.02% 618
2014
Q1 		– Sell
-8
Closed -$1K – 2249
2013
Q4 		$1K Sell
8
-4
-33% -$403 ﹤0.01% 2135
2013
Q3 		$1K Hold
12
– – ﹤0.01% 2083
2013
Q2 		$1K Buy
+12
New +$1.15K ﹤0.01% 1997

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VAM
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JIM
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