Berman Capital Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
24
+8
| +50% | +$2K | ﹤0.01% | 1396 |
|
|
2021
Q2 | $4K | Buy |
16
+7
| +78% | +$1.75K | ﹤0.01% | 1432 |
|
|
2021
Q1 | $2K | Buy |
9
+5
| +125% | +$1.11K | ﹤0.01% | 1561 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1867 |
|