Centerpoint Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14
| Closed | -$3K | – | 291 |
|
|
2019
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 244 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 248 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 244 |
|
|
2019
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 235 |
|
|
2018
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 226 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 221 |
|
|
2018
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 328 |
|