Koch Industries’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,922
| Closed | -$710K | – | 659 |
|
|
2018
Q1 | $710K | Sell |
3,922
-4,138
| -51% | -$749K | 0.07% | 239 |
|
|
2017
Q4 | $1.37M | Buy |
+8,060
| New | +$1.37M | 0.2% | 38 |
|
|
2017
Q2 | – | Sell |
-2,406
| Closed | -$344K | – | 560 |
|
|
2017
Q1 | $344K | Buy |
+2,406
| New | +$344K | 0.29% | 83 |
|