Wealthspire Advisors (Maryland)’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-344
| Closed | -$49K | – | 2102 |
|
|
2019
Q1 | $49K | Sell |
344
-29
| -8% | -$4.13K | ﹤0.01% | 907 |
|
|
2018
Q4 | $52K | Sell |
373
-15
| -4% | -$2.09K | ﹤0.01% | 843 |
|
|
2018
Q3 | $69K | Sell |
388
-7
| -2% | -$1.25K | 0.01% | 841 |
|
|
2018
Q2 | $70K | Sell |
395
-4
| -1% | -$709 | 0.01% | 849 |
|
|
2018
Q1 | $72K | Sell |
399
-19
| -5% | -$3.43K | 0.01% | 842 |
|
|
2017
Q4 | $71K | Sell |
418
-147
| -26% | -$25K | 0.01% | 864 |
|
|
2017
Q3 | $91K | Sell |
565
-17
| -3% | -$2.74K | 0.01% | 754 |
|
|
2017
Q2 | $90K | Buy |
582
+110
| +23% | +$17K | 0.01% | 729 |
|
|
2017
Q1 | $68K | Buy |
472
+27
| +6% | +$3.89K | 0.01% | 715 |
|
|
2016
Q4 | $66K | Buy |
445
+115
| +35% | +$17.1K | 0.01% | 698 |
|
|
2016
Q3 | $46K | Buy |
330
+135
| +69% | +$18.8K | 0.01% | 802 |
|
|
2016
Q2 | $27K | Buy |
+195
| New | +$27K | ﹤0.01% | 904 |
|