Invictus RG’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 |
-95
| Closed | -$14K | – | 850 |
|
|
2016
Q4 | $14K | Sell |
95
-117
| -55% | -$17.2K | 0.01% | 578 |
|
|
2016
Q3 | $30K | Buy |
212
+62
| +41% | +$8.77K | 0.02% | 528 |
|
|
2016
Q2 | $21K | Buy |
+150
| New | +$21K | 0.02% | 430 |
|
|
2016
Q1 | – | Sell |
-394
| Closed | -$46K | – | 715 |
|
|
2015
Q4 | $46K | Buy |
+394
| New | +$46K | 0.04% | 386 |
|