Nuveen Fund Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,683
| Closed | -$286K | – | 304 |
|
|
2017
Q4 | $286K | Sell |
1,683
-111
| -6% | -$18.9K | 0.08% | 235 |
|
|
2017
Q3 | $289K | Sell |
1,794
-50
| -3% | -$8.06K | 0.06% | 287 |
|
|
2017
Q2 | $284K | Buy |
1,844
+195
| +12% | +$30K | 0.05% | 346 |
|
|
2017
Q1 | $236K | Buy |
+1,649
| New | +$236K | 0.03% | 397 |
|