Scoria Capital Partners’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-182,012	Closed	-$21.6M	–	154
2015 Q3	$21.6M	Buy	182,012 +52,012	+40%	+$6.16M	5.35%	1
2015 Q2	$16.1M	Buy	+130,000	New	+$16.1M	2.94%	8