RegentAtlantic Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $772K | Buy |
2,996
+1,484
| +98% | +$382K | 0.02% | 359 |
|
|
2022
Q2 | $361K | Buy |
1,512
+3
| +0.2% | +$716 | 0.01% | 510 |
|
|
2022
Q1 | $460K | Buy |
1,509
+2
| +0.1% | +$610 | 0.01% | 474 |
|
|
2021
Q4 | $472K | Buy |
1,507
+57
| +4% | +$17.9K | 0.01% | 461 |
|
|
2021
Q3 | $384K | Sell |
1,450
-350
| -19% | -$92.7K | 0.01% | 502 |
|
|
2021
Q2 | $516K | Buy |
+1,800
| New | +$516K | 0.02% | 418 |
|