J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $526K | Buy |
3,046
+24
| +0.8% | +$4.15K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $555K | Sell |
3,022
-1,769
| -37% | -$325K | ﹤0.01% | 986 |
|
|
2023
Q1 | $806K | Buy |
4,791
+1,493
| +45% | +$251K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $482K | Buy |
3,298
+1,293
| +64% | +$189K | ﹤0.01% | 1487 |
|
|
2022
Q3 | $252K | Buy |
+2,005
| New | +$252K | ﹤0.01% | 1728 |
|
|
2020
Q4 | – | Sell |
-4,591
| Closed | -$460K | – | 1740 |
|
|
2020
Q3 | $460K | Sell |
4,591
-357
| -7% | -$35.8K | ﹤0.01% | 1196 |
|
|
2020
Q2 | $401K | Buy |
+4,948
| New | +$401K | ﹤0.01% | 1199 |
|
|
2017
Q1 | – | Sell |
-5,406
| Closed | -$353K | – | 1373 |
|
|
2016
Q4 | $353K | Buy |
5,406
+420
| +8% | +$27.4K | ﹤0.01% | 932 |
|
|
2016
Q3 | $323K | Sell |
4,986
-300
| -6% | -$19.4K | ﹤0.01% | 960 |
|
|
2016
Q2 | $308K | Buy |
5,286
+296
| +6% | +$17.2K | ﹤0.01% | 967 |
|
|
2016
Q1 | $275K | Sell |
4,990
-1,007
| -17% | -$55.5K | ﹤0.01% | 988 |
|
|
2015
Q4 | $298K | Buy |
5,997
+147
| +3% | +$7.31K | ﹤0.01% | 862 |
|
|
2015
Q3 | $309K | Sell |
5,850
-42
| -0.7% | -$2.22K | ﹤0.01% | 782 |
|
|
2015
Q2 | $305K | Buy |
5,892
+42
| +0.7% | +$2.17K | ﹤0.01% | 834 |
|
|
2015
Q1 | $322K | Sell |
5,850
-290
| -5% | -$16K | ﹤0.01% | 864 |
|
|
2014
Q4 | $390K | Sell |
6,140
-100
| -2% | -$6.35K | ﹤0.01% | 798 |
|
|
2014
Q3 | $363K | Hold |
6,240
| – | – | ﹤0.01% | 786 |
|
|
2014
Q2 | $385K | Buy |
6,240
+1,240
| +25% | +$76.5K | 0.01% | 638 |
|
|
2014
Q1 | $294K | Buy |
+5,000
| New | +$294K | 0.01% | 722 |
|