CCM
Coe Capital Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,183
| Closed | -$1.91M | – | 272 |
|
|
2016
Q1 | $1.91M | Buy |
+14,183
| New | +$1.91M | 0.61% | 52 |
|
|
2015
Q4 | – | Sell |
-31,033
| Closed | -$3.68M | – | 253 |
|
|
2015
Q3 | $3.68M | Buy |
+31,033
| New | +$3.68M | 1.36% | 16 |
|
|
2015
Q1 | – | Sell |
-36,320
| Closed | -$3.89M | – | 257 |
|
|
2014
Q4 | $3.89M | Buy |
+36,320
| New | +$3.89M | 1.24% | 18 |
|
|
2013
Q3 | – | Sell |
-17,434
| Closed | -$1.46M | – | 187 |
|
|
2013
Q2 | $1.46M | Buy |
+17,434
| New | +$1.46M | 0.56% | 52 |
|