Opus Capital Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,117
| Closed | -$201K | – | 157 |
|
|
2019
Q4 | $201K | Buy |
+1,117
| New | +$201K | 0.06% | 152 |
|
|
2019
Q2 | – | Sell |
-6,378
| Closed | -$913K | – | 223 |
|
|
2019
Q1 | $913K | Sell |
6,378
-8,078
| -56% | -$1.16M | 0.24% | 80 |
|
|
2018
Q4 | $2.01M | Buy |
+14,456
| New | +$2.01M | 0.42% | 48 |
|
|
2016
Q1 | – | Sell |
-4,874
| Closed | -$572K | – | 252 |
|
|
2015
Q4 | $572K | Buy |
4,874
+816
| +20% | +$95.8K | 0.1% | 153 |
|
|
2015
Q3 | $480K | Buy |
+4,058
| New | +$480K | 0.08% | 169 |
|