Sandy Spring Bank’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$1.13K | – | 1234 |
|
|
2023
Q3 | $1.13K | Buy |
+3
| New | +$1.13K | ﹤0.01% | 1069 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | -$7K | – | 1183 |
|
|
2022
Q1 | $7K | Hold |
23
| – | – | ﹤0.01% | 929 |
|
|
2021
Q4 | $7K | Hold |
23
| – | – | ﹤0.01% | 976 |
|
|
2021
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 949 |
|
|
2015
Q4 | – | Sell |
-9
| Closed | -$1K | – | 988 |
|
|
2015
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 932 |
|