Evergreen Capital Management’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+956
| New | +$235K | 0.01% | 940 |
|
|
2022
Q1 | – | Sell |
-1,375
| Closed | -$267K | – | 682 |
|
|
2021
Q4 | $267K | Buy |
1,375
+45
| +3% | +$8.74K | 0.01% | 507 |
|
|
2021
Q3 | $224K | Buy |
+1,330
| New | +$224K | 0.01% | 517 |
|
|
2020
Q1 | – | Sell |
-2,751
| Closed | -$274K | – | 491 |
|
|
2019
Q4 | $274K | Hold |
2,751
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $258K | Hold |
2,751
| – | – | 0.02% | 333 |
|
|
2019
Q2 | $256K | Hold |
2,751
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $222K | Buy |
+2,751
| New | +$222K | 0.02% | 339 |
|
|
2018
Q4 | – | Sell |
-2,990
| Closed | -$248K | – | 417 |
|
|
2018
Q3 | $248K | Buy |
2,990
+130
| +5% | +$10.8K | 0.02% | 319 |
|
|
2018
Q2 | $224K | Buy |
2,860
+40
| +1% | +$3.13K | 0.02% | 322 |
|
|
2018
Q1 | $219K | Buy |
+2,820
| New | +$219K | 0.02% | 324 |
|