Chicago Partners Investment Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100
| Closed | -$14K | – | 926 |
|
|
2018
Q3 | $14K | Sell |
100
-129
| -56% | -$18.1K | ﹤0.01% | 751 |
|
|
2018
Q2 | $41K | Hold |
229
| – | – | 0.01% | 524 |
|
|
2018
Q1 | $41K | Buy |
229
+77
| +51% | +$13.8K | 0.01% | 484 |
|
|
2017
Q4 | $26K | Sell |
152
-77
| -34% | -$13.2K | ﹤0.01% | 566 |
|
|
2017
Q3 | $37K | Buy |
229
+129
| +129% | +$20.8K | 0.01% | 481 |
|
|
2017
Q2 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 547 |
|