Journey Strategic Wealth’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 | $236K | Buy |
+960
| New | +$236K | 0.01% | 533 |
|
|
2025
Q1 | – | Sell |
-1,049
| Closed | -$213K | – | 549 |
|
|
2024
Q4 | $213K | Hold |
1,049
| – | – | 0.01% | 453 |
|
|
2024
Q3 | $217K | Buy |
+1,049
| New | +$217K | 0.01% | 448 |
|
|
2022
Q1 | – | Sell |
-1,111
| Closed | -$216K | – | 238 |
|
|
2021
Q4 | $216K | Buy |
+1,111
| New | +$216K | 0.02% | 180 |
|