First Personal Financial Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-131
| Closed | -$24K | – | 945 |
|
|
2018
Q1 | $24K | Buy |
131
+45
| +52% | +$8.24K | 0.01% | 597 |
|
|
2017
Q4 | $15K | Buy |
86
+10
| +13% | +$1.74K | ﹤0.01% | 707 |
|
|
2017
Q3 | $12K | Buy |
+76
| New | +$12K | ﹤0.01% | 679 |
|
|
2016
Q1 | – | Sell |
-68
| Closed | -$8K | – | 408 |
|
|
2015
Q4 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 307 |
|