Managed Account Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $4.68M | Buy |
37,799
+13,769
| +57% | +$1.7M | ﹤0.01% | 1456 |
|
|
2015
Q1 | $3.02M | Sell |
24,030
-3,693
| -13% | -$464K | ﹤0.01% | 1656 |
|
|
2014
Q4 | $2.97M | Buy |
27,723
+7,808
| +39% | +$836K | ﹤0.01% | 1645 |
|
|
2014
Q3 | $1.72M | Buy |
19,915
+11,278
| +131% | +$972K | ﹤0.01% | 1864 |
|
|
2014
Q2 | $888K | Buy |
8,637
+5,269
| +156% | +$542K | ﹤0.01% | 2033 |
|
|
2014
Q1 | $336K | Buy |
3,368
+3,352
| +20,950% | +$334K | ﹤0.01% | 2162 |
|
|
2013
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 2561 |
|