SM
Sciencast Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,120
| Closed | -$484K | – | 354 |
|
|
2024
Q1 | $484K | Buy |
+1,120
| New | +$484K | 0.3% | 119 |
|
|
2022
Q1 | – | Sell |
-4,991
| Closed | -$1.54M | – | 787 |
|
|
2021
Q4 | $1.54M | Buy |
4,991
+4,191
| +524% | +$1.3M | 0.27% | 122 |
|
|
2021
Q3 | $221K | Buy |
+800
| New | +$221K | 0.06% | 327 |
|
|
2020
Q1 | – | Sell |
-4,470
| Closed | -$788K | – | 593 |
|
|
2019
Q4 | $788K | Buy |
+4,470
| New | +$788K | 0.21% | 168 |
|
|
2017
Q2 | – | Sell |
-2,200
| Closed | -$315 | – | 497 |
|
|
2017
Q1 | $315 | Buy |
+2,200
| New | +$315 | 0.17% | 202 |
|
|
2016
Q1 | – | Sell |
-1,900
| Closed | -$222K | – | 285 |
|
|
2015
Q4 | $222K | Buy |
+1,900
| New | +$222K | 0.23% | 157 |
|