DC Investments Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,920
| Closed | -$341K | – | 302 |
|
|
2020
Q2 | $341K | Buy |
+1,920
| New | +$341K | 0.13% | 143 |
|
|
2018
Q4 | – | Sell |
-2,125
| Closed | -$378K | – | 317 |
|
|
2018
Q3 | $378K | Sell |
2,125
-709
| -25% | -$126K | 0.26% | 230 |
|
|
2018
Q2 | $505K | Sell |
2,834
-210
| -7% | -$37.4K | 0.32% | 205 |
|
|
2018
Q1 | $551K | Buy |
+3,044
| New | +$551K | 0.37% | 94 |
|