Mid Atlantic Financial Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $330K | Buy |
1,248
+33
| +3% | +$8.73K | 0.02% | 623 |
|
|
2021
Q2 | $348K | Sell |
1,215
-17
| -1% | -$4.87K | 0.02% | 604 |
|
|
2021
Q1 | $321K | Buy |
1,232
+127
| +11% | +$33.1K | 0.02% | 599 |
|
|
2020
Q4 | $250K | Buy |
1,105
+7
| +0.6% | +$1.58K | 0.02% | 648 |
|
|
2020
Q3 | $246K | Sell |
1,098
-29
| -3% | -$6.5K | 0.02% | 593 |
|
|
2020
Q2 | $200K | Buy |
+1,127
| New | +$200K | 0.02% | 634 |
|
|
2020
Q1 | – | Sell |
-1,161
| Closed | -$209K | – | 772 |
|
|
2019
Q4 | $209K | Buy |
+1,161
| New | +$209K | 0.02% | 632 |
|