American Portfolios Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $29.4K | Hold |
114
| – | – | ﹤0.01% | 2001 |
|
|
2022
Q2 | $27.2K | Hold |
114
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q1 | $34.7K | Sell |
114
-92
| -45% | -$28K | ﹤0.01% | 2070 |
|
|
2021
Q4 | $64.5K | Buy |
206
+4
| +2% | +$1.25K | ﹤0.01% | 1749 |
|
|
2021
Q3 | $53.5K | Buy |
202
+7
| +4% | +$1.85K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $55.9K | Buy |
195
+14
| +8% | +$4.01K | ﹤0.01% | 1685 |
|
|
2021
Q1 | $47.2K | Buy |
181
+51
| +39% | +$13.3K | ﹤0.01% | 1633 |
|
|
2020
Q4 | $29.5K | Sell |
130
-21
| -14% | -$4.76K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $35.2K | Buy |
151
+53
| +54% | +$12.3K | ﹤0.01% | 1460 |
|
|
2020
Q2 | $17.4K | Sell |
98
-130
| -57% | -$23.1K | ﹤0.01% | 1699 |
|
|
2020
Q1 | $36K | Sell |
228
-1,036
| -82% | -$164K | ﹤0.01% | 1305 |
|
|
2019
Q4 | $228K | Sell |
1,264
-157
| -11% | -$28.3K | 0.02% | 701 |
|
|
2019
Q3 | $240K | Sell |
1,421
-20
| -1% | -$3.38K | 0.02% | 645 |
|
|
2019
Q2 | $236K | Buy |
1,441
+967
| +204% | +$158K | 0.02% | 646 |
|
|
2019
Q1 | $67.9K | Buy |
474
+339
| +251% | +$48.5K | 0.01% | 1064 |
|
|
2018
Q4 | $18.8K | Sell |
135
-770
| -85% | -$107K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $161K | Buy |
905
+30
| +3% | +$5.34K | 0.02% | 663 |
|
|
2018
Q2 | $156K | Buy |
875
+72
| +9% | +$12.8K | 0.02% | 653 |
|
|
2018
Q1 | $145K | Buy |
803
+749
| +1,387% | +$136K | 0.02% | 634 |
|
|
2017
Q4 | $9.18K | Buy |
+54
| New | +$9.18K | ﹤0.01% | 1600 |
|