Cambiar Investors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,584
| Closed | -$11.7M | – | 157 |
|
|
2023
Q2 | $11.7M | Sell |
30,584
-260
| -0.8% | -$99.2K | 0.49% | 60 |
|
|
2023
Q1 | $9.81M | Buy |
30,844
+1,688
| +6% | +$537K | 0.42% | 70 |
|
|
2022
Q4 | $7.27M | Sell |
29,156
-27
| -0.1% | -$6.73K | 0.33% | 84 |
|
|
2022
Q3 | $7.51M | Sell |
29,183
-6,767
| -19% | -$1.74M | 0.38% | 74 |
|
|
2022
Q2 | $8.59M | Buy |
+35,950
| New | +$8.59M | 0.38% | 68 |
|