Rowland Carmichael Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $531K | Buy |
2,346
+28
| +1% | +$6.34K | 0.17% | 135 |
|
|
2020
Q3 | $540K | Sell |
2,318
-203
| -8% | -$47.3K | 0.21% | 120 |
|
|
2020
Q2 | $448K | Sell |
2,521
-1,495
| -37% | -$266K | 0.19% | 134 |
|
|
2020
Q1 | $635K | Sell |
4,016
-856
| -18% | -$135K | 0.32% | 84 |
|
|
2019
Q4 | $878K | Sell |
4,872
-24
| -0.5% | -$4.33K | 0.3% | 93 |
|
|
2019
Q3 | $828K | Sell |
4,896
-268
| -5% | -$45.3K | 0.28% | 94 |
|
|
2019
Q2 | $844K | Buy |
5,164
+287
| +6% | +$46.9K | 0.29% | 94 |
|
|
2019
Q1 | $698K | Buy |
4,877
+2,579
| +112% | +$369K | 0.26% | 111 |
|
|
2018
Q4 | $320K | Buy |
+2,298
| New | +$320K | 0.14% | 168 |
|