Advisor Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $564K | Sell |
3,134
-757
| -19% | -$136K | ﹤0.01% | 1584 |
|
|
2019
Q3 | $658K | Sell |
3,891
-1,307
| -25% | -$221K | ﹤0.01% | 1416 |
|
|
2019
Q2 | $849K | Buy |
5,198
+2,203
| +74% | +$360K | 0.01% | 1234 |
|
|
2019
Q1 | $429K | Buy |
2,995
+1,132
| +61% | +$162K | ﹤0.01% | 1703 |
|
|
2018
Q4 | $259K | Sell |
1,863
-327
| -15% | -$45.5K | ﹤0.01% | 1906 |
|
|
2018
Q3 | $390K | Buy |
2,190
+170
| +8% | +$30.3K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $361K | Buy |
2,020
+384
| +23% | +$68.6K | 0.01% | 1551 |
|
|
2018
Q1 | $297K | Sell |
1,636
-9
| -0.5% | -$1.63K | ﹤0.01% | 1697 |
|
|
2017
Q4 | $279K | Sell |
1,645
-315
| -16% | -$53.4K | ﹤0.01% | 1738 |
|
|
2017
Q3 | $315K | Buy |
1,960
+254
| +15% | +$40.8K | 0.01% | 1505 |
|
|
2017
Q2 | $263K | Buy |
1,706
+972
| +132% | +$150K | ﹤0.01% | 1585 |
|
|
2017
Q1 | $106K | Buy |
734
+336
| +84% | +$48.5K | ﹤0.01% | 2121 |
|
|
2016
Q4 | $59K | Buy |
398
+49
| +14% | +$7.26K | ﹤0.01% | 2484 |
|
|
2016
Q3 | $49K | Buy |
349
+115
| +49% | +$16.1K | ﹤0.01% | 2562 |
|
|
2016
Q2 | $32K | Buy |
+234
| New | +$32K | ﹤0.01% | 2737 |
|