Piedmont Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,456
| Closed | -$388K | – | 701 |
|
|
2020
Q1 | $388K | Hold |
2,456
| – | – | 0.02% | 505 |
|
|
2019
Q4 | $442K | Sell |
2,456
-464
| -16% | -$83.5K | 0.02% | 568 |
|
|
2019
Q3 | $494K | Sell |
2,920
-194
| -6% | -$32.8K | 0.02% | 525 |
|
|
2019
Q2 | $509K | Buy |
3,114
+376
| +14% | +$61.5K | 0.02% | 541 |
|
|
2019
Q1 | $392K | Buy |
2,738
+32
| +1% | +$4.58K | 0.02% | 659 |
|
|
2018
Q4 | $377K | Buy |
2,706
+851
| +46% | +$119K | 0.02% | 595 |
|
|
2018
Q3 | $330K | Buy |
1,855
+1,853
| +92,650% | +$330K | 0.01% | 742 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2909 |
|