Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
970
-26
| -3% | -$6.39K | 0.01% | 592 |
|
|
2025
Q1 | $203K | Sell |
996
-38
| -4% | -$7.75K | ﹤0.01% | 660 |
|
|
2024
Q4 | $210K | Sell |
1,034
-81
| -7% | -$16.5K | 0.01% | 676 |
|
|
2024
Q3 | $231K | Hold |
1,115
| – | – | 0.01% | 647 |
|
|
2024
Q2 | $204K | Sell |
1,115
-65
| -6% | -$11.9K | 0.01% | 675 |
|
|
2024
Q1 | $251K | Hold |
1,180
| – | – | 0.01% | 604 |
|
|
2023
Q4 | $246K | Sell |
1,180
-89
| -7% | -$18.5K | 0.01% | 581 |
|
|
2023
Q3 | $219K | Sell |
1,269
-103
| -8% | -$17.8K | 0.01% | 610 |
|
|
2023
Q2 | $252K | Hold |
1,372
| – | – | 0.01% | 581 |
|
|
2023
Q1 | $231K | Sell |
1,372
-77
| -5% | -$13K | 0.01% | 605 |
|
|
2022
Q4 | $212K | Buy |
+1,449
| New | +$212K | 0.02% | 616 |
|
|
2022
Q2 | – | Sell |
-1,449
| Closed | -$202K | – | 797 |
|
|
2022
Q1 | $202K | Sell |
1,449
-327
| -18% | -$45.6K | 0.01% | 764 |
|
|
2021
Q4 | $345K | Hold |
1,776
| – | – | 0.01% | 495 |
|
|
2021
Q3 | $299K | Hold |
1,776
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $259K | Sell |
1,776
-69
| -4% | -$10.1K | 0.01% | 652 |
|
|
2021
Q1 | $219K | Hold |
1,845
| – | – | 0.01% | 727 |
|
|
2020
Q4 | $225K | Buy |
+1,845
| New | +$225K | 0.01% | 623 |
|
|
2020
Q1 | – | Sell |
-2,471
| Closed | -$247K | – | 832 |
|
|
2019
Q4 | $247K | Sell |
2,471
-123
| -5% | -$12.3K | 0.01% | 633 |
|
|
2019
Q3 | $243K | Sell |
2,594
-197
| -7% | -$18.5K | 0.01% | 637 |
|
|
2019
Q2 | $260K | Buy |
2,791
+2,565
| +1,135% | +$239K | 0.02% | 619 |
|
|
2019
Q1 | $2.79K | Buy |
+226
| New | +$2.79K | 0.01% | 742 |
|
|
2018
Q4 | – | Sell |
-2,791
| Closed | -$232K | – | 898 |
|
|
2018
Q3 | $232K | Buy |
+2,791
| New | +$232K | 0.01% | 763 |
|