IAG Wealth Partners’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 | $8.61K | Sell |
35
-22
| -39% | -$5.41K | ﹤0.01% | 359 |
|
|
2025
Q1 | $11.6K | Hold |
57
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $11.6K | Hold |
57
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $11.8K | Hold |
57
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $10.5K | Sell |
57
-19
| -25% | -$3.48K | ﹤0.01% | 325 |
|
|
2024
Q1 | $16.2K | Hold |
76
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $15.8K | Sell |
76
-24
| -24% | -$5K | ﹤0.01% | 255 |
|
|
2023
Q3 | $17.3K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $18.4K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $16.8K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $14.6K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2022
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $19K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $17K | Hold |
100
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $15K | Sell |
100
-50
| -33% | -$7.5K | 0.01% | 217 |
|
|
2021
Q1 | $18K | Hold |
150
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $19K | Hold |
150
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $16K | Hold |
150
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $13K | Sell |
150
-50
| -25% | -$4.33K | 0.01% | 197 |
|
|
2020
Q1 | $17K | Hold |
200
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $20K | Buy |
+200
| New | +$20K | 0.01% | 179 |
|