Impala Asset Management’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-19,300	Closed	-$1.82M	–	95
2013 Q3	$1.82M	Buy	19,300 +3,825	+25%	+$361K	0.08%	65
2013 Q2	$1.3M	Buy	+15,475	New	+$1.3M	0.07%	64