Navellier & Associates’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,418
| Closed | -$3.57M | – | 357 |
|
|
2021
Q4 | $3.57M | Sell |
11,418
-428
| -4% | -$134K | 0.52% | 65 |
|
|
2021
Q3 | $3.14M | Sell |
11,846
-211
| -2% | -$55.8K | 0.47% | 69 |
|
|
2021
Q2 | $3.46M | Buy |
12,057
+691
| +6% | +$198K | 0.52% | 69 |
|
|
2021
Q1 | $2.96M | Sell |
11,366
-5
| -0% | -$1.3K | 0.53% | 64 |
|
|
2020
Q4 | $2.58M | Sell |
11,371
-514
| -4% | -$116K | 0.47% | 75 |
|
|
2020
Q3 | $2.77M | Sell |
11,885
-459
| -4% | -$107K | 0.6% | 56 |
|
|
2020
Q2 | $2.19M | Sell |
12,344
-123
| -1% | -$21.9K | 0.52% | 66 |
|
|
2020
Q1 | $1.97M | Sell |
12,467
-1,365
| -10% | -$216K | 0.46% | 58 |
|
|
2019
Q4 | $2.49M | Buy |
13,832
+269
| +2% | +$48.5K | 0.4% | 74 |
|
|
2019
Q3 | $2.3M | Buy |
13,563
+1,411
| +12% | +$239K | 0.38% | 70 |
|
|
2019
Q2 | $1.99M | Sell |
12,152
-43
| -0.4% | -$7.03K | 0.31% | 90 |
|
|
2019
Q1 | $1.75M | Sell |
12,195
-281
| -2% | -$40.2K | 0.27% | 96 |
|
|
2018
Q4 | $1.74M | Sell |
12,476
-674
| -5% | -$93.8K | 0.3% | 81 |
|
|
2018
Q3 | $2.34M | Sell |
13,150
-105
| -0.8% | -$18.7K | 0.3% | 95 |
|
|
2018
Q2 | $2.36M | Buy |
13,255
+603
| +5% | +$107K | 0.33% | 93 |
|
|
2018
Q1 | $2.29M | Buy |
12,652
+782
| +7% | +$142K | 0.35% | 91 |
|
|
2017
Q4 | $2.02M | Buy |
+11,870
| New | +$2.02M | 0.38% | 90 |
|
|
2017
Q3 | – | Sell |
-14,524
| Closed | -$2.24M | – | 315 |
|
|
2017
Q2 | $2.24M | Buy |
14,524
+3,410
| +31% | +$526K | 0.33% | 99 |
|
|
2017
Q1 | $1.59M | Buy |
+11,114
| New | +$1.59M | 0.23% | 114 |
|