6 Meridian’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $249K | Buy |
796
+3
| +0.4% | +$938 | 0.02% | 260 |
|
2021
Q3 | $210K | Sell |
793
-38
| -5% | -$10.1K | 0.02% | 320 |
|
2021
Q2 | $238K | Sell |
831
-31
| -4% | -$8.88K | 0.02% | 275 |
|
2021
Q1 | $225K | Buy |
+862
| New | +$225K | 0.02% | 294 |
|
2020
Q4 | – | Sell |
-878
| Closed | -$204K | – | 319 |
|
2020
Q3 | $204K | Buy |
+878
| New | +$204K | 0.02% | 240 |
|