QS Investors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,230
| Closed | -$1.36M | – | 1241 |
|
|
2021
Q1 | $1.36M | Hold |
5,230
| – | – | 0.02% | 444 |
|
|
2020
Q4 | $1.19M | Buy |
+5,230
| New | +$1.19M | 0.01% | 446 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$2K | – | 1888 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1672 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q2 | $2K | Sell |
10
-6
| -38% | -$1.2K | ﹤0.01% | 1700 |
|
|
2018
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1660 |
|
|
2017
Q4 | $3K | Sell |
16
-4
| -20% | -$750 | ﹤0.01% | 1660 |
|
|
2017
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1654 |
|
|
2017
Q2 | $3K | Buy |
20
+8
| +67% | +$1.2K | ﹤0.01% | 1659 |
|
|
2017
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1714 |
|
|
2016
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 1512 |
|
|
2016
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 1497 |
|
|
2016
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 1516 |
|
|
2016
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1514 |
|
|
2015
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1858 |
|