Fulcrum Equity Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,091
| Closed | -$341K | – | 195 |
|
|
2021
Q4 | $341K | Sell |
1,091
-29
| -3% | -$9.06K | 0.13% | 112 |
|
|
2021
Q3 | $296K | Buy |
1,120
+6
| +0.5% | +$1.59K | 0.11% | 133 |
|
|
2021
Q2 | $319K | Buy |
1,114
+86
| +8% | +$24.6K | 0.12% | 140 |
|
|
2021
Q1 | $268K | Buy |
1,028
+5
| +0.5% | +$1.3K | 0.11% | 150 |
|
|
2020
Q4 | $232K | Sell |
1,023
-170
| -14% | -$38.6K | 0.09% | 147 |
|
|
2020
Q3 | $278K | Sell |
1,193
-1,030
| -46% | -$240K | 0.13% | 123 |
|
|
2020
Q2 | $395K | Buy |
2,223
+398
| +22% | +$70.7K | 0.19% | 96 |
|
|
2020
Q1 | $288K | Sell |
1,825
-379
| -17% | -$59.8K | 0.21% | 33 |
|
|
2019
Q4 | $397K | Sell |
2,204
-65
| -3% | -$11.7K | 0.21% | 78 |
|
|
2019
Q3 | $384K | Buy |
2,269
+68
| +3% | +$11.5K | 0.19% | 68 |
|
|
2019
Q2 | $351K | Buy |
2,201
+557
| +34% | +$88.8K | 0.17% | 66 |
|
|
2019
Q1 | $235K | Buy |
1,644
+35
| +2% | +$5K | 0.08% | 91 |
|
|
2018
Q4 | $224K | Buy |
+1,609
| New | +$224K | 0.08% | 74 |
|