AIA
WSO icon

Avalon Investment & Advisory’s Watsco WSO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-78,759
Closed -$11M 357
2018
Q4
$11M Sell
78,759
-5,567
-7% -$775K 0.28% 120
2018
Q3
$15M Sell
84,326
-7,481
-8% -$1.33M 0.42% 79
2018
Q2
$16.4M Buy
+91,807
New +$16.4M 0.49% 75