PVM
Palogic Value Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-772
| Closed | -$333K | – | 168 |
|
|
2024
Q1 | $333K | Buy |
772
+6
| +0.8% | +$2.59K | 0.14% | 120 |
|
|
2023
Q4 | $328K | Buy |
766
+84
| +12% | +$36K | 0.15% | 119 |
|
|
2023
Q3 | $258K | Sell |
682
-21
| -3% | -$7.93K | 0.12% | 128 |
|
|
2023
Q2 | $268K | Sell |
703
-23
| -3% | -$8.77K | 0.13% | 130 |
|
|
2023
Q1 | $231K | Buy |
+726
| New | +$231K | 0.11% | 140 |
|