Jackson Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,346
| Closed | -$2.73M | – | 102 |
|
|
2018
Q3 | $2.73M | Buy |
15,346
+418
| +3% | +$74.4K | 0.57% | 40 |
|
|
2018
Q2 | $2.54M | Buy |
+14,928
| New | +$2.54M | 0.59% | 43 |
|
|
2015
Q4 | – | Sell |
-9,373
| Closed | -$1.11M | – | 119 |
|
|
2015
Q3 | $1.11M | Sell |
9,373
-527
| -5% | -$62.4K | 0.4% | 68 |
|
|
2015
Q2 | $1.22M | Sell |
9,900
-373
| -4% | -$46K | 0.41% | 71 |
|
|
2015
Q1 | $1.29M | Buy |
+10,273
| New | +$1.29M | 0.42% | 80 |
|