Ladenburg Thalmann Financial Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $175K | Buy |
1,686
+333
| +25% | +$34.6K | ﹤0.01% | 2611 |
|
|
2019
Q3 | $230K | Sell |
1,353
-56
| -4% | -$9.52K | ﹤0.01% | 2359 |
|
|
2019
Q2 | $232K | Buy |
1,409
+793
| +129% | +$131K | ﹤0.01% | 2361 |
|
|
2019
Q1 | $88K | Buy |
616
+268
| +77% | +$38.3K | ﹤0.01% | 2978 |
|
|
2018
Q4 | $48K | Sell |
348
-71
| -17% | -$9.79K | ﹤0.01% | 3282 |
|
|
2018
Q3 | $74K | Sell |
419
-636
| -60% | -$112K | ﹤0.01% | 3054 |
|
|
2018
Q2 | $191K | Hold |
1,055
| – | – | ﹤0.01% | 2277 |
|
|
2018
Q1 | $191K | Buy |
1,055
+24
| +2% | +$4.35K | ﹤0.01% | 2277 |
|
|
2017
Q4 | $176K | Buy |
1,031
+196
| +23% | +$33.5K | ﹤0.01% | 2297 |
|
|
2017
Q3 | $134K | Sell |
835
-19
| -2% | -$3.05K | ﹤0.01% | 2412 |
|
|
2017
Q2 | $131K | Sell |
854
-25
| -3% | -$3.84K | ﹤0.01% | 2344 |
|
|
2017
Q1 | $125K | Buy |
879
+294
| +50% | +$41.8K | ﹤0.01% | 2250 |
|
|
2016
Q4 | $84K | Sell |
585
-34
| -5% | -$4.88K | ﹤0.01% | 2454 |
|
|
2016
Q3 | $88K | Buy |
619
+6
| +1% | +$853 | ﹤0.01% | 2348 |
|
|
2016
Q2 | $86K | Buy |
613
+57
| +10% | +$8K | ﹤0.01% | 2260 |
|
|
2016
Q1 | $75K | Sell |
556
-114
| -17% | -$15.4K | ﹤0.01% | 2293 |
|
|
2015
Q4 | $79K | Buy |
670
+194
| +41% | +$22.9K | ﹤0.01% | 2241 |
|
|
2015
Q3 | $56K | Buy |
476
+118
| +33% | +$13.9K | ﹤0.01% | 2389 |
|
|
2015
Q2 | $44K | Sell |
358
-7
| -2% | -$860 | ﹤0.01% | 2676 |
|
|
2015
Q1 | $46K | Buy |
365
+79
| +28% | +$9.96K | ﹤0.01% | 2611 |
|
|
2014
Q4 | $31K | Buy |
286
+115
| +67% | +$12.5K | ﹤0.01% | 2694 |
|
|
2014
Q3 | $15K | Buy |
171
+11
| +7% | +$965 | ﹤0.01% | 2864 |
|
|
2014
Q2 | $16K | Buy |
160
+16
| +11% | +$1.6K | ﹤0.01% | 2824 |
|
|
2014
Q1 | $14K | Buy |
144
+36
| +33% | +$3.5K | ﹤0.01% | 2774 |
|
|
2013
Q4 | $10K | Sell |
108
-3
| -3% | -$278 | ﹤0.01% | 2944 |
|
|
2013
Q3 | $10K | Buy |
111
+12
| +12% | +$1.08K | ﹤0.01% | 2869 |
|
|
2013
Q2 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 2855 |
|