Sonora Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Buy |
93
+40
| +75% | +$10.8K | ﹤0.01% | 579 |
|
|
2021
Q2 | $15K | Buy |
53
+12
| +29% | +$3.4K | ﹤0.01% | 644 |
|
|
2021
Q1 | $11K | Buy |
41
+7
| +21% | +$1.88K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $8K | Buy |
34
+28
| +467% | +$6.59K | ﹤0.01% | 1316 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q2 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 1703 |
|
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1608 |
|
|
2019
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1742 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1645 |
|
|
2019
Q1 | $1K | Sell |
7
-19
| -73% | -$2.71K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1072 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$2K | – | 1267 |
|
|
2018
Q2 | $2K | Sell |
10
-51
| -84% | -$10.2K | ﹤0.01% | 1077 |
|
|
2018
Q1 | $11K | Buy |
+61
| New | +$11K | ﹤0.01% | 752 |
|
|
2017
Q4 | – | Sell |
-25
| Closed | -$4.03K | – | 1228 |
|
|
2017
Q3 | $4.03K | Buy |
+25
| New | +$4.03K | ﹤0.01% | 894 |
|