Proficio Capital Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-58
| Closed | -$9K | – | 1561 |
|
|
2019
Q2 | $9K | Buy |
58
+42
| +263% | +$6.52K | ﹤0.01% | 996 |
|
|
2019
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1423 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$7K | – | 1283 |
|
|
2018
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 892 |
|
|
2018
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 924 |
|
|
2018
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 909 |
|
|
2017
Q3 | $6K | Buy |
40
+15
| +60% | +$2.25K | ﹤0.01% | 928 |
|
|
2017
Q2 | $4K | Sell |
25
-17
| -40% | -$2.72K | ﹤0.01% | 1015 |
|
|
2017
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 960 |
|