Carroll Financial Associates’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12K | Sell |
41
-7
| -15% | -$2.05K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $12K | Buy |
48
+7
| +17% | +$1.75K | ﹤0.01% | 1151 |
|
|
2021
Q2 | $11K | Hold |
41
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q1 | $10K | Hold |
41
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q4 | $9K | Sell |
41
-2
| -5% | -$439 | ﹤0.01% | 1150 |
|
|
2020
Q3 | $10K | Hold |
43
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q1 | $6K | Sell |
43
-18
| -30% | -$2.51K | ﹤0.01% | 1098 |
|
|
2019
Q4 | $10K | Sell |
61
-31
| -34% | -$5.08K | ﹤0.01% | 1073 |
|
|
2019
Q3 | $15K | Sell |
92
-14
| -13% | -$2.28K | ﹤0.01% | 903 |
|
|
2019
Q2 | $17K | Buy |
106
+48
| +83% | +$7.7K | ﹤0.01% | 877 |
|
|
2019
Q1 | $8K | Buy |
58
+14
| +32% | +$1.93K | ﹤0.01% | 1010 |
|
|
2018
Q4 | $6K | Sell |
44
-1
| -2% | -$136 | ﹤0.01% | 1002 |
|
|
2018
Q3 | $8K | Hold |
45
| – | – | ﹤0.01% | 965 |
|
|
2018
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 915 |
|
|
2018
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 900 |
|
|
2017
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 937 |
|
|
2017
Q3 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 915 |
|