Cutler Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-613
| Closed | -$109K | – | 2257 |
|
|
2018
Q2 | $109K | Sell |
613
-700
| -53% | -$124K | 0.01% | 674 |
|
|
2018
Q1 | $237K | Buy |
1,313
+800
| +156% | +$144K | 0.02% | 493 |
|
|
2017
Q4 | $87K | Buy |
513
+218
| +74% | +$37K | ﹤0.01% | 906 |
|
|
2017
Q3 | $47K | Sell |
295
-323
| -52% | -$51.5K | ﹤0.01% | 1290 |
|
|
2017
Q2 | $95K | Buy |
618
+395
| +177% | +$60.7K | ﹤0.01% | 1208 |
|
|
2017
Q1 | $31K | Hold |
223
| – | – | ﹤0.01% | 1701 |
|
|
2016
Q4 | $33K | Buy |
+223
| New | +$33K | ﹤0.01% | 1698 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3436 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3440 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3449 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3334 |
|