WAM
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Wealthspire Advisors (Maryland)’s Watts Water Technologies WTS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-336
Closed -$27K – 2066
2019
Q1 		$27K Sell
336
-571
-63% -$43.5K ﹤0.01% 1160
2018
Q4 		$59K Sell
907
-41
-4% -$2.94K 0.01% 790
2018
Q3 		$79K Buy
948
+8
+0.9% +$662 0.01% 792
2018
Q2 		$74K Buy
940
+21
+2% +$1.63K 0.01% 822
2018
Q1 		$71K Sell
919
-157
-15% -$12.2K 0.01% 854
2017
Q4 		$82K Buy
1,076
+51
+5% +$3.64K 0.01% 795
2017
Q3 		$71K Buy
1,025
+102
+11% +$6.56K 0.01% 840
2017
Q2 		$58K Buy
923
+789
+589% +$49.2K 0.01% 897
2017
Q1 		$8K Buy
+134
New +$8.53K ﹤0.01% 1417

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GI
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Dimensional Fund Advisors
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Goldman Sachs
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return