Veritable’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 |
-3,795
| Closed | -$237K | – | 787 |
|
|
2017
Q1 | $237K | Sell |
3,795
-1,153
| -23% | -$72K | 0.01% | 668 |
|
|
2016
Q4 | $323K | Sell |
4,948
-1,296
| -21% | -$84.6K | 0.01% | 575 |
|
|
2016
Q3 | $405K | Hold |
6,244
| – | – | 0.01% | 512 |
|
|
2016
Q2 | $364K | Hold |
6,244
| – | – | 0.01% | 518 |
|
|
2016
Q1 | $344K | Buy |
6,244
+990
| +19% | +$54.5K | 0.01% | 531 |
|
|
2015
Q4 | $261K | Buy |
5,254
+720
| +16% | +$35.8K | 0.01% | 622 |
|
|
2015
Q3 | $239K | Buy |
+4,534
| New | +$239K | 0.01% | 620 |
|