Regency Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-65
| Closed | -$20K | – | 116 |
|
|
2022
Q1 | $20K | Sell |
65
-6,544
| -99% | -$2.01M | 0.01% | 86 |
|
|
2021
Q4 | $2.07M | Buy |
6,609
+124
| +2% | +$38.8K | 1.31% | 27 |
|
|
2021
Q3 | $1.72M | Buy |
6,485
+896
| +16% | +$237K | 1.21% | 30 |
|
|
2021
Q2 | $1.6M | Buy |
5,589
+3,902
| +231% | +$1.12M | 1.21% | 31 |
|
|
2021
Q1 | $440K | Buy |
+1,687
| New | +$440K | 0.46% | 58 |
|