Gideon Capital Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$202K | – | 217 |
|
|
2019
Q4 | $202K | Buy |
+1,122
| New | +$202K | 0.07% | 247 |
|
|
2019
Q1 | – | Sell |
-2,589
| Closed | -$360K | – | 531 |
|
|
2018
Q4 | $360K | Buy |
+2,589
| New | +$360K | 0.15% | 217 |
|
|
2017
Q1 | – | Sell |
-1,488
| Closed | -$221K | – | 531 |
|
|
2016
Q4 | $221K | Buy |
+1,488
| New | +$221K | 0.14% | 352 |
|