Kolinsky Wealth Management’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
Q4 | $416K | Buy |
2,045
+167
| +9% | +$34K | 0.25% | 86 |
|
2024
Q3 | $389K | Buy |
1,878
+5
| +0.3% | +$1.04K | 0.25% | 89 |
|
2024
Q2 | $343K | Hold |
1,873
| – | – | 0.25% | 90 |
|
2024
Q1 | $398K | Buy |
1,873
+2
| +0.1% | +$425 | 0.3% | 75 |
|
2023
Q4 | $390K | Sell |
1,871
-45
| -2% | -$9.38K | 0.34% | 72 |
|
2023
Q3 | $331K | Buy |
1,916
+20
| +1% | +$3.46K | 0.33% | 73 |
|
2023
Q2 | $343K | Buy |
1,896
+117
| +7% | +$21.2K | 0.33% | 75 |
|
2023
Q1 | $299K | Sell |
1,779
-22
| -1% | -$3.7K | 0.32% | 78 |
|
2022
Q4 | $263K | Buy |
1,801
+19
| +1% | +$2.78K | 0.3% | 90 |
|
2022
Q3 | $224K | Buy |
1,782
+7
| +0.4% | +$880 | 0.28% | 101 |
|
2022
Q2 | $218K | Hold |
1,775
| – | – | 0.26% | 108 |
|
2022
Q1 | $248K | Sell |
1,775
-298
| -14% | -$41.6K | 0.24% | 107 |
|
2021
Q4 | $403K | Buy |
+2,073
| New | +$403K | 0.37% | 54 |
|