Next Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Buy |
25
+11
| +79% | +$3.52K | ﹤0.01% | 2290 |
|
|
2021
Q3 | $4K | Sell |
14
-2
| -13% | -$571 | ﹤0.01% | 2339 |
|
|
2021
Q2 | $5K | Sell |
16
-21
| -57% | -$6.56K | ﹤0.01% | 2221 |
|
|
2021
Q1 | $9K | Sell |
37
-1,305
| -97% | -$317K | ﹤0.01% | 1928 |
|
|
2020
Q4 | $304K | Sell |
1,342
-516
| -28% | -$117K | 0.03% | 560 |
|
|
2020
Q3 | $433K | Buy |
+1,858
| New | +$433K | 0.05% | 362 |
|
|
2020
Q2 | – | Sell |
-2,316
| Closed | -$366K | – | 1909 |
|
|
2020
Q1 | $366K | Sell |
2,316
-5,665
| -71% | -$895K | 0.05% | 351 |
|
|
2019
Q4 | $1.44M | Sell |
7,981
-1,238
| -13% | -$223K | 0.15% | 157 |
|
|
2019
Q3 | $1.56M | Sell |
9,219
-4,206
| -31% | -$712K | 0.17% | 147 |
|
|
2019
Q2 | $2.2M | Buy |
13,425
+10,753
| +402% | +$1.76M | 0.24% | 103 |
|
|
2019
Q1 | $383K | Buy |
+2,672
| New | +$383K | 0.1% | 179 |
|