Integrated Wealth Concepts’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 | $489K | Buy |
1,988
+101
| +5% | +$24.8K | ﹤0.01% | 1288 |
|
2025
Q1 | $385K | Buy |
1,887
+174
| +10% | +$35.5K | ﹤0.01% | 1272 |
|
2024
Q4 | $348K | Buy |
1,713
+110
| +7% | +$22.4K | ﹤0.01% | 1291 |
|
2024
Q3 | $332K | Buy |
1,603
+17
| +1% | +$3.52K | ﹤0.01% | 1272 |
|
2024
Q2 | $291K | Buy |
1,586
+251
| +19% | +$46K | ﹤0.01% | 1336 |
|
2024
Q1 | $284K | Sell |
1,335
-4
| -0.3% | -$850 | ﹤0.01% | 1347 |
|
2023
Q4 | $279K | Buy |
1,339
+17
| +1% | +$3.54K | ﹤0.01% | 1304 |
|
2023
Q3 | $228K | Hold |
1,322
| – | – | ﹤0.01% | 1357 |
|
2023
Q2 | $243K | Sell |
1,322
-75
| -5% | -$13.8K | ﹤0.01% | 1332 |
|
2023
Q1 | $235K | Buy |
+1,397
| New | +$235K | ﹤0.01% | 1165 |
|