WFG Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$405 | 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% | +$7K | 0.02% | 583 |
|
|
2015
Q4 | $62K | Hold |
462
| – | – | 0.02% | 607 |
|
|
2015
Q3 | $55K | Buy |
+462
| New | +$55K | 0.02% | 618 |
|
|
2014
Q1 | – | Sell |
-8
| Closed | -$1K | – | 2234 |
|
|
2013
Q4 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 2135 |
|
|
2013
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2083 |
|
|
2013
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1997 |
|