Secor Capital Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,266
| Closed | -$1.61M | – | 522 |
|
|
2017
Q1 | $1.61M | Buy |
11,266
+9,621
| +585% | +$1.38M | 0.18% | 151 |
|
|
2016
Q4 | $244K | Buy |
+1,645
| New | +$244K | 0.03% | 358 |
|
|
2016
Q3 | – | Sell |
-4,001
| Closed | -$563K | – | 610 |
|
|
2016
Q2 | $563K | Sell |
4,001
-6,637
| -62% | -$934K | 0.07% | 317 |
|
|
2016
Q1 | $1.43M | Buy |
+10,638
| New | +$1.43M | 0.2% | 69 |
|
|
2014
Q4 | – | Sell |
-16,891
| Closed | -$1.46M | – | 487 |
|
|
2014
Q3 | $1.46M | Buy |
+16,891
| New | +$1.46M | 0.83% | 15 |
|