Loomis, Sayles & Company’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$3K | – | 1029 |
|
|
2023
Q2 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 932 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$2K | – | 1034 |
|
|
2022
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 825 |
|
|
2022
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 856 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$3K | – | 1060 |
|
|
2022
Q1 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 909 |
|