Dubuque Bank & Trust’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-57
| Closed | -$10K | – | 680 |
|
|
2018
Q3 | $10K | Sell |
57
-45
| -44% | -$7.9K | ﹤0.01% | 439 |
|
|
2018
Q2 | $18K | Hold |
102
| – | – | ﹤0.01% | 409 |
|
|
2018
Q1 | $18K | Hold |
102
| – | – | ﹤0.01% | 444 |
|
|
2017
Q4 | $17K | Hold |
102
| – | – | ﹤0.01% | 456 |
|
|
2017
Q3 | $16K | Hold |
102
| – | – | ﹤0.01% | 435 |
|
|
2017
Q2 | $16K | Hold |
102
| – | – | ﹤0.01% | 423 |
|
|
2017
Q1 | $15K | Buy |
102
+9
| +10% | +$1.32K | ﹤0.01% | 454 |
|
|
2016
Q4 | $14K | Buy |
+93
| New | +$14K | ﹤0.01% | 388 |
|