IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Sell |
289
-27
| -9% | -$8.39K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $64.4K | Hold |
316
| – | – | ﹤0.01% | 1767 |
|
|
2024
Q4 | $64.2K | Buy |
316
+3
| +1% | +$610 | ﹤0.01% | 1700 |
|
|
2024
Q3 | $64.9K | Buy |
+313
| New | +$64.9K | ﹤0.01% | 1608 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$649 | – | 3359 |
|
|
2024
Q1 | $649 | Sell |
3
-65
| -96% | -$14.1K | ﹤0.01% | 2940 |
|
|
2023
Q4 | $14.2K | Buy |
+68
| New | +$14.2K | ﹤0.01% | 2054 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$2K | – | 4457 |
|
|
2022
Q4 | $2K | Sell |
21
-10
| -32% | -$952 | ﹤0.01% | 4238 |
|
|
2022
Q3 | $15K | Hold |
31
| – | – | ﹤0.01% | 3356 |
|
|
2022
Q2 | $15K | Hold |
31
| – | – | ﹤0.01% | 3113 |
|
|
2022
Q1 | $15K | Buy |
+31
| New | +$15K | ﹤0.01% | 3113 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4658 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4456 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4323 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4132 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3973 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3794 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3702 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3667 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3685 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$6K | – | 3845 |
|
|
2018
Q3 | $6K | Buy |
76
+8
| +12% | +$632 | ﹤0.01% | 3114 |
|
|
2018
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 3242 |
|
|
2018
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 3198 |
|
|
2017
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 3195 |
|
|
2017
Q3 | $5K | Buy |
68
+9
| +15% | +$662 | ﹤0.01% | 3384 |
|
|
2017
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 3511 |
|
|
2017
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 3413 |
|
|
2016
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 3404 |
|
|
2016
Q3 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 3353 |
|