B. Riley Wealth Advisors’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,636
| Closed | -$283K | – | 1619 |
|
|
2024
Q1 | $283K | Buy |
1,636
+640
| +64% | +$111K | 0.01% | 1067 |
|
|
2023
Q4 | $208K | Sell |
996
-640
| -39% | -$133K | 0.01% | 1242 |
|
|
2023
Q3 | $283K | Buy |
1,636
+396
| +32% | +$68.4K | 0.01% | 1067 |
|
|
2023
Q2 | $228K | Buy |
1,240
+4
| +0.3% | +$735 | 0.01% | 1283 |
|
|
2023
Q1 | $208K | Buy |
+1,236
| New | +$208K | 0.01% | 1274 |
|
|
2015
Q1 | – | Sell |
-701
| Closed | -$44 | – | 1995 |
|
|
2014
Q4 | $44 | Buy |
+701
| New | +$44 | ﹤0.01% | 2156 |
|
|
2014
Q3 | – | Sell |
-701
| Closed | -$43.3K | – | 1906 |
|
|
2014
Q2 | $43.3K | Buy |
+701
| New | +$43.3K | 0.01% | 1098 |
|