FinTrust Capital Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-170
| Closed | -$44K | – | 1203 |
|
|
2021
Q1 | $44K | Hold |
170
| – | – | 0.01% | 554 |
|
|
2020
Q4 | $39K | Hold |
170
| – | – | 0.01% | 530 |
|
|
2020
Q3 | $40 | Sell |
170
-150
| -47% | -$35 | 0.01% | 532 |
|
|
2020
Q2 | $57K | Hold |
320
| – | – | 0.02% | 449 |
|
|
2020
Q1 | $51K | Buy |
+320
| New | +$51K | 0.02% | 424 |
|