IFP Advisors’s Watsco, Inc. Class B WSO.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-27
| Closed | -$5K | – | 3987 |
|
|
2018
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 3244 |
|
|
2018
Q1 | $5K | Hold |
27
| – | – | ﹤0.01% | 3203 |
|
|
2017
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 3201 |
|
|
2017
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 3510 |
|
|
2017
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 3514 |
|
|
2017
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 3416 |
|
|
2016
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 3408 |
|