KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-975
| Closed | -$207K | – | 382 |
|
|
2024
Q1 | $207K | Sell |
975
-40
| -4% | -$8.5K | 0.01% | 366 |
|
|
2023
Q4 | $211K | Sell |
1,015
-150
| -13% | -$31.3K | 0.01% | 353 |
|
|
2023
Q3 | $201K | Sell |
1,165
-350
| -23% | -$60.5K | 0.01% | 360 |
|
|
2023
Q2 | $278K | Sell |
1,515
-300
| -17% | -$55.1K | 0.01% | 342 |
|
|
2023
Q1 | $306K | Hold |
1,815
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $265K | Hold |
1,815
| – | – | 0.01% | 351 |
|
|
2022
Q3 | $228K | Hold |
1,815
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $223K | Hold |
1,815
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $253K | Hold |
1,815
| – | – | 0.01% | 371 |
|
|
2021
Q4 | $352K | Hold |
1,815
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $305K | Buy |
+1,815
| New | +$305K | 0.01% | 328 |
|