DAM
Delta Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-36
| Closed | -$11K | – | 592 |
|
|
2021
Q4 | $11K | Sell |
36
-10
| -22% | -$3.06K | ﹤0.01% | 445 |
|
|
2021
Q3 | $12K | Hold |
46
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $13K | Sell |
46
-4
| -8% | -$1.13K | ﹤0.01% | 425 |
|
|
2021
Q1 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 407 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | -$2K | – | 708 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 656 |
|