VAM
Visionary Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,203
| Closed | -$392K | – | 295 |
|
|
2018
Q3 | $392K | Buy |
2,203
+220
| +11% | +$39.1K | 0.13% | 151 |
|
|
2018
Q2 | $354K | Sell |
1,983
-98
| -5% | -$17.5K | 0.12% | 125 |
|
|
2018
Q1 | $384K | Sell |
2,081
-20
| -1% | -$3.69K | 0.12% | 106 |
|
|
2017
Q4 | $357K | Buy |
2,101
+23
| +1% | +$3.91K | 0.1% | 118 |
|
|
2017
Q3 | $335K | Sell |
2,078
-161
| -7% | -$26K | 0.1% | 117 |
|
|
2017
Q2 | $345K | Buy |
+2,239
| New | +$345K | 0.1% | 111 |
|