Principal Street Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,063
| Closed | -$4.91M | – | 244 |
|
|
2022
Q3 | $4.91M | Buy |
19,063
+2,601
| +16% | +$670K | 1.31% | 21 |
|
|
2022
Q2 | $3.93M | Buy |
16,462
+300
| +2% | +$71.7K | 1.02% | 46 |
|
|
2022
Q1 | $4.92M | Buy |
16,162
+6,563
| +68% | +$2M | 1.13% | 38 |
|
|
2021
Q4 | $3M | Buy |
+9,599
| New | +$3M | 0.72% | 48 |
|