EI
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Ellevest Inc’s Watts Water Technologies WTS Stock Holding History

Ellevest Inc’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-74
Closed -$12.5K – 1666
2023
Q1 		$12.5K Sell
74
-499
-87% -$82.3K ﹤0.01% 974
2022
Q4 		$83.8K Sell
573
-247
-30% -$35.6K 0.01% 486
2022
Q3 		$103K Buy
820
+208
+34% +$28.2K 0.01% 411
2022
Q2 		$75K Buy
612
+232
+61% +$30.1K 0.01% 475
2022
Q1 		$53K Buy
380
+203
+115% +$31.8K ﹤0.01% 519
2021
Q4 		$34K Buy
177
+42
+31% +$7.98K ﹤0.01% 603
2021
Q3 		$23K Hold
135
– – ﹤0.01% 644
2021
Q2 		$20K Hold
135
– – ﹤0.01% 646
2021
Q1 		$16K Hold
135
– – ﹤0.01% 709
2020
Q4 		$16K Buy
135
+4
+3% +$458 ﹤0.01% 669
2020
Q3 		$13K Sell
131
-43
-25% -$3.93K ﹤0.01% 611
2020
Q2 		$14K Sell
174
-11
-6% -$887 ﹤0.01% 558
2020
Q1 		$16K Buy
185
+147
+387% +$14.1K ﹤0.01% 472
2019
Q4 		$4K Buy
+38
New +$3.61K ﹤0.01% 629

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