AHL Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $13.4M | Buy |
78,908
+1,270
| +2% | +$216K | 0.21% | 91 |
|
|
2017
Q3 | $12.5M | Buy |
77,638
+54,578
| +237% | +$8.79M | 0.22% | 91 |
|
|
2017
Q2 | $3.56M | Sell |
23,060
-12,121
| -34% | -$1.87M | 0.08% | 467 |
|
|
2017
Q1 | $5.04M | Sell |
35,181
-7,234
| -17% | -$1.04M | 0.11% | 334 |
|
|
2016
Q4 | $6.28M | Buy |
42,415
+21,077
| +99% | +$3.12M | 0.19% | 189 |
|
|
2016
Q3 | $3.01M | Buy |
21,338
+11,825
| +124% | +$1.67M | 0.11% | 272 |
|
|
2016
Q2 | $1.34M | Buy |
9,513
+7,380
| +346% | +$1.04M | 0.07% | 357 |
|
|
2016
Q1 | $288K | Sell |
2,133
-1,030
| -33% | -$139K | 0.02% | 679 |
|
|
2015
Q4 | $370K | Buy |
+3,163
| New | +$370K | 0.03% | 545 |
|