Ergoteles’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,837
| Closed | -$1.85M | – | 860 |
|
|
2023
Q2 | $1.85M | Sell |
4,837
-3,031
| -39% | -$1.16M | 0.09% | 296 |
|
|
2023
Q1 | $2.5M | Buy |
+7,868
| New | +$2.5M | 0.1% | 215 |
|
|
2022
Q4 | – | Sell |
-4,317
| Closed | -$1.11M | – | 1939 |
|
|
2022
Q3 | $1.11M | Buy |
+4,317
| New | +$1.11M | 0.04% | 441 |
|
|
2022
Q1 | – | Sell |
-647
| Closed | -$202K | – | 1672 |
|
|
2021
Q4 | $202K | Buy |
+647
| New | +$202K | 0.01% | 1028 |
|