Truvvo Partners’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-4,125
| Closed | -$257K | – | 129 |
|
2017
Q1 | $257K | Sell |
4,125
-1,239
| -23% | -$77.2K | 0.12% | 108 |
|
2016
Q4 | $350 | Sell |
5,364
-1,417
| -21% | -$92 | 0.12% | 112 |
|
2016
Q3 | $440K | Hold |
6,781
| – | – | 0.2% | 96 |
|
2016
Q2 | $395K | Hold |
6,781
| – | – | 0.2% | 99 |
|
2016
Q1 | $374K | Buy |
6,781
+1,075
| +19% | +$59.3K | 0.17% | 103 |
|
2015
Q4 | $283K | Buy |
+5,706
| New | +$283K | 0.15% | 102 |
|