TLP Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-199
| Closed | -$35K | – | 374 |
|
|
2018
Q3 | $35K | Buy |
+199
| New | +$35K | 0.06% | 172 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$6K | – | 616 |
|
|
2017
Q2 | $6K | Sell |
40
-2,560
| -98% | -$384K | 0.01% | 260 |
|
|
2017
Q1 | $372K | Buy |
+2,600
| New | +$372K | 0.25% | 150 |
|
|
2016
Q1 | – | Sell |
-2,644
| Closed | -$310K | – | 381 |
|
|
2015
Q4 | $310K | Buy |
+2,644
| New | +$310K | 0.25% | 120 |
|