Boston Private Bank & Trust’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $33K | Sell |
260
-20
| -7% | -$2.54K | ﹤0.01% | 641 |
|
|
2014
Q4 | $30K | Hold |
280
| – | – | ﹤0.01% | 674 |
|
|
2014
Q3 | $24K | Buy |
280
+45
| +19% | +$3.86K | ﹤0.01% | 738 |
|
|
2014
Q2 | $24K | Buy |
235
+85
| +57% | +$8.68K | ﹤0.01% | 708 |
|
|
2014
Q1 | $15K | Sell |
150
-26
| -15% | -$2.6K | ﹤0.01% | 791 |
|
|
2013
Q4 | $17K | Hold |
176
| – | – | ﹤0.01% | 771 |
|
|
2013
Q3 | $17K | Buy |
176
+75
| +74% | +$7.24K | ﹤0.01% | 735 |
|
|
2013
Q2 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 804 |
|