Chase Investment Counsel’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 |
-1,037
| Closed | -$395K | – | 132 |
|
|
2023
Q2 | $395K | Hold |
1,037
| – | – | 0.2% | 74 |
|
|
2023
Q1 | $329K | Buy |
1,037
+88
| +9% | +$27.9K | 0.18% | 78 |
|
|
2022
Q4 | $236K | Buy |
949
+31
| +3% | +$7.71K | 0.14% | 81 |
|
|
2022
Q3 | $236K | Buy |
+918
| New | +$236K | 0.15% | 78 |
|
|
2014
Q3 | – | Sell |
-18,080
| Closed | -$1.86M | – | 118 |
|
|
2014
Q2 | $1.86M | Buy |
+18,080
| New | +$1.86M | 0.63% | 53 |
|