San Francisco Sentry Investment Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $258K | Sell |
900
-3
| -0.3% | -$860 | 0.13% | 170 |
|
|
2021
Q1 | $235K | Sell |
903
-8
| -0.9% | -$2.08K | 0.1% | 202 |
|
|
2020
Q4 | $207K | Hold |
911
| – | – | 0.1% | 196 |
|
|
2020
Q3 | $212K | Sell |
911
-5
| -0.5% | -$1.16K | 0.11% | 178 |
|
|
2020
Q2 | $163K | Buy |
916
+105
| +13% | +$18.7K | 0.09% | 202 |
|
|
2020
Q1 | $128K | Buy |
811
+7
| +0.9% | +$1.11K | 0.08% | 194 |
|
|
2019
Q4 | $145K | Sell |
804
-2
| -0.2% | -$361 | 0.07% | 234 |
|
|
2019
Q3 | $136K | Sell |
806
-6
| -0.7% | -$1.01K | 0.06% | 238 |
|
|
2019
Q2 | $133K | Sell |
812
-11
| -1% | -$1.8K | 0.06% | 243 |
|
|
2019
Q1 | $118K | Buy |
823
+1
| +0.1% | +$143 | 0.05% | 275 |
|
|
2018
Q4 | $114K | Hold |
822
| – | – | 0.05% | 252 |
|
|
2018
Q3 | $146K | Sell |
822
-2
| -0.2% | -$355 | 0.05% | 239 |
|
|
2018
Q2 | $147K | Buy |
824
+19
| +2% | +$3.39K | 0.06% | 250 |
|
|
2018
Q1 | $146K | Buy |
805
+6
| +0.8% | +$1.09K | 0.04% | 316 |
|
|
2017
Q4 | $136K | Sell |
799
-5
| -0.6% | -$851 | 0.04% | 318 |
|
|
2017
Q3 | $130K | Sell |
804
-4
| -0.5% | -$647 | 0.04% | 304 |
|
|
2017
Q2 | $125K | Buy |
+808
| New | +$125K | 0.04% | 280 |
|