LCM
LRT Capital Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,443
| Closed | -$4.1M | – | 84 |
|
|
2022
Q4 | $4.1M | Buy |
16,443
+1,684
| +11% | +$420K | 2.38% | 15 |
|
|
2022
Q3 | $3.8M | Buy |
14,759
+918
| +7% | +$236K | 2.59% | 13 |
|
|
2022
Q2 | $3.31M | Sell |
13,841
-6,280
| -31% | -$1.5M | 2.49% | 17 |
|
|
2022
Q1 | $6.13M | Sell |
20,121
-6,913
| -26% | -$2.11M | 3.92% | 4 |
|
|
2021
Q4 | $8.46M | Buy |
+27,034
| New | +$8.46M | 6.43% | 1 |
|