CSat Investment Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-113
| Closed | -$26K | – | 973 |
|
|
2020
Q3 | $26K | Buy |
113
+15
| +15% | +$3.45K | ﹤0.01% | 799 |
|
|
2020
Q2 | $17K | Buy |
98
+6
| +7% | +$1.04K | ﹤0.01% | 891 |
|
|
2020
Q1 | $15K | Buy |
92
+16
| +21% | +$2.61K | ﹤0.01% | 798 |
|
|
2019
Q4 | $14K | Buy |
76
+8
| +12% | +$1.47K | ﹤0.01% | 901 |
|
|
2019
Q3 | $12K | Buy |
68
+13
| +24% | +$2.29K | ﹤0.01% | 869 |
|
|
2019
Q2 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 923 |
|