Enterprise Financial Services Corp (EFSC)’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-118
| Closed | -$34K | – | 1225 |
|
|
2021
Q2 | $34K | Buy |
118
+5
| +4% | +$1.44K | 0.01% | 474 |
|
|
2021
Q1 | $29K | Buy |
113
+3
| +3% | +$770 | 0.01% | 519 |
|
|
2020
Q4 | $25K | Sell |
110
-11
| -9% | -$2.5K | ﹤0.01% | 526 |
|
|
2020
Q3 | $28K | Buy |
121
+33
| +38% | +$7.64K | 0.01% | 489 |
|
|
2020
Q2 | $16K | Buy |
88
+44
| +100% | +$8K | ﹤0.01% | 600 |
|
|
2020
Q1 | $7K | Buy |
44
+26
| +144% | +$4.14K | ﹤0.01% | 732 |
|
|
2019
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 957 |
|
|
2019
Q3 | $3K | Sell |
18
-2
| -10% | -$333 | ﹤0.01% | 947 |
|
|
2019
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 985 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$2K | – | 1244 |
|
|
2018
Q4 | $2K | Sell |
16
-14
| -47% | -$1.75K | ﹤0.01% | 851 |
|
|
2018
Q3 | $5K | Buy |
30
+14
| +88% | +$2.33K | ﹤0.01% | 753 |
|
|
2018
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 825 |
|
|
2018
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 799 |
|
|
2017
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 779 |
|
|
2017
Q3 | $3K | Sell |
16
-13
| -45% | -$2.44K | ﹤0.01% | 789 |
|
|
2017
Q2 | $4K | Buy |
29
+5
| +21% | +$690 | ﹤0.01% | 754 |
|
|
2017
Q1 | $3K | Sell |
24
-16
| -40% | -$2K | ﹤0.01% | 888 |
|
|
2016
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 728 |
|