Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,325
| Closed | -$391K | – | 148 |
|
|
2021
Q3 | $391K | Hold |
2,325
| – | – | 0.34% | 88 |
|
|
2021
Q2 | $339K | Hold |
2,325
| – | – | 0.29% | 93 |
|
|
2021
Q1 | $276K | Hold |
2,325
| – | – | 0.25% | 102 |
|
|
2020
Q4 | $283K | Hold |
2,325
| – | – | 0.27% | 90 |
|
|
2020
Q3 | $233K | Buy |
+2,325
| New | +$233K | 0.22% | 109 |
|