Capital Insight Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,374
| Closed | -$1.92M | – | 151 |
|
|
2021
Q1 | $1.92M | Buy |
7,374
+83
| +1% | +$21.6K | 0.47% | 83 |
|
|
2020
Q4 | $1.65M | Buy |
7,291
+49
| +0.7% | +$11.1K | 0.42% | 88 |
|
|
2020
Q3 | $1.69M | Sell |
7,242
-85
| -1% | -$19.8K | 0.47% | 79 |
|
|
2020
Q2 | $1.3M | Buy |
7,327
+140
| +2% | +$24.9K | 0.41% | 86 |
|
|
2020
Q1 | $1.14M | Buy |
7,187
+674
| +10% | +$107K | 0.6% | 56 |
|
|
2019
Q4 | $1.17M | Buy |
6,513
+98
| +2% | +$17.7K | 0.54% | 56 |
|
|
2019
Q3 | $1.09M | Buy |
6,415
+127
| +2% | +$21.5K | 0.95% | 47 |
|
|
2019
Q2 | $1.03M | Buy |
6,288
+160
| +3% | +$26.2K | 0.89% | 53 |
|
|
2019
Q1 | $878K | Buy |
6,128
+229
| +4% | +$32.8K | 0.79% | 55 |
|
|
2018
Q4 | $821K | Sell |
5,899
-7
| -0.1% | -$974 | 0.85% | 49 |
|
|
2018
Q3 | $1.05M | Buy |
+5,906
| New | +$1.05M | 0.93% | 46 |
|