Turner Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,750
| Closed | -$247K | – | 297 |
|
|
2016
Q3 | $247K | Buy |
+1,750
| New | +$247K | 0.08% | 168 |
|
|
2014
Q3 | – | Sell |
-39,810
| Closed | -$4.09M | – | 587 |
|
|
2014
Q2 | $4.09M | Sell |
39,810
-47,340
| -54% | -$4.86M | 0.18% | 161 |
|
|
2014
Q1 | $8.71M | Sell |
87,150
-30,550
| -26% | -$3.05M | 0.23% | 159 |
|
|
2013
Q4 | $11.3M | Buy |
+117,700
| New | +$11.3M | 0.2% | 159 |
|