Covenant Multifamily Offices’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $412K | Hold |
1,532
| – | – | 0.07% | 159 |
|
|
2021
Q2 | $439K | Buy |
1,532
+3
| +0.2% | +$860 | 0.08% | 146 |
|
|
2021
Q1 | $399K | Hold |
1,529
| – | – | 0.08% | 127 |
|
|
2020
Q4 | $346K | Buy |
1,529
+69
| +5% | +$15.6K | 0.06% | 105 |
|
|
2020
Q3 | $340K | Sell |
1,460
-560
| -28% | -$130K | 0.07% | 89 |
|
|
2020
Q2 | $359K | Buy |
+2,020
| New | +$359K | 0.07% | 110 |
|