SeaCrest Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1856 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2089 |
|
|
2018
Q4 | $1K | Sell |
9
-621
| -99% | -$69K | ﹤0.01% | 2081 |
|
|
2018
Q3 | $112K | Sell |
630
-19
| -3% | -$3.38K | 0.02% | 707 |
|
|
2018
Q2 | $116K | Buy |
649
+15
| +2% | +$2.68K | 0.02% | 676 |
|
|
2018
Q1 | $115K | Buy |
634
+30
| +5% | +$5.44K | 0.02% | 662 |
|
|
2017
Q4 | $103K | Buy |
+604
| New | +$103K | 0.02% | 711 |
|