Marshall Wace North America’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,788
| Closed | -$5.16M | – | 1770 |
|
|
2021
Q1 | $5.16M | Buy |
+19,788
| New | +$5.16M | 0.02% | 550 |
|
|
2020
Q4 | – | Sell |
-6,327
| Closed | -$1.48M | – | 1614 |
|
|
2020
Q3 | $1.48M | Buy |
+6,327
| New | +$1.48M | 0.01% | 685 |
|
|
2018
Q1 | – | Sell |
-33,779
| Closed | -$5.74M | – | 1726 |
|
|
2017
Q4 | $5.74M | Buy |
+33,779
| New | +$5.74M | 0.03% | 539 |
|
|
2017
Q2 | – | Sell |
-117,450
| Closed | -$16.8M | – | 1482 |
|
|
2017
Q1 | $16.8M | Buy |
+117,450
| New | +$16.8M | 0.13% | 193 |
|