Highwater Wealth Management, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Highwater Wealth Management, LLC opened 4 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was AAPL (+$515,000); the largest decrease was GUT ($0).
- GUT: Country of operation United States; Class COM; Shares 2016-06-30 13,493; Shares 2016-09-30 13,493.
Two Form 13F-HR filings compared (SEC CIK 1683046): 2016-06-30 (filed 2016-09-06) and 2016-09-30 (filed 2016-10-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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