Meridian 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
Q1 | – | Sell |
-3,050
| Closed | -$635K | – | 579 |
|
|
2023
Q4 | $635K | Hold |
3,050
| – | – | 0.04% | 334 |
|
|
2023
Q3 | $527K | Hold |
3,050
| – | – | 0.03% | 355 |
|
|
2023
Q2 | $560K | Sell |
3,050
-200
| -6% | -$36.7K | 0.05% | 305 |
|
|
2023
Q1 | $547K | Hold |
3,250
| – | – | 0.05% | 298 |
|
|
2022
Q4 | $475K | Hold |
3,250
| – | – | 0.05% | 318 |
|
|
2022
Q3 | $409K | Hold |
3,250
| – | – | 0.04% | 308 |
|
|
2022
Q2 | $399K | Buy |
+3,250
| New | +$399K | 0.03% | 391 |
|