Foundry Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,660
| Closed | -$246K | – | 451 |
|
|
2016
Q4 | $246K | Hold |
1,660
| – | – | 0.01% | 424 |
|
|
2016
Q3 | $234K | Buy |
1,660
+10
| +0.6% | +$1.41K | 0.01% | 359 |
|
|
2016
Q2 | $232K | Buy |
+1,650
| New | +$232K | 0.01% | 352 |
|
|
2015
Q4 | – | Sell |
-1,750
| Closed | -$207K | – | 283 |
|
|
2015
Q3 | $207K | Buy |
+1,750
| New | +$207K | 0.02% | 258 |
|