Capital Advisors Ltd’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8
| Closed | -$2K | – | 1693 |
|
|
2022
Q3 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 921 |
|
|
2018
Q1 | – | Sell |
-325
| Closed | -$55K | – | 399 |
|
|
2017
Q4 | $55K | Hold |
325
| – | – | 0.02% | 219 |
|
|
2017
Q3 | $52K | Hold |
325
| – | – | 0.02% | 219 |
|
|
2017
Q2 | $50K | Buy |
+325
| New | +$50K | 0.02% | 220 |
|