Spire 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
Q3 | – | Sell |
-398
| Closed | -$73K | – | 2282 |
|
|
2024
Q2 | $73K | Buy |
398
+58
| +17% | +$10.6K | ﹤0.01% | 992 |
|
|
2024
Q1 | $72.3K | Hold |
340
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q4 | $68.2K | Buy |
340
+146
| +75% | +$29.3K | ﹤0.01% | 1103 |
|
|
2023
Q3 | $33.5K | Buy |
194
+45
| +30% | +$7.78K | ﹤0.01% | 1315 |
|
|
2023
Q2 | $27.4K | Buy |
149
+72
| +94% | +$13.2K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $13K | Buy |
+77
| New | +$13K | ﹤0.01% | 1766 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$136K | – | 2911 |
|
|
2021
Q4 | $136K | Buy |
+700
| New | +$136K | ﹤0.01% | 1277 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$83K | – | 2997 |
|
|
2021
Q1 | $83K | Buy |
+700
| New | +$83K | ﹤0.01% | 1474 |
|