Wedbush Securities’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,313
| Closed | -$524K | – | 1097 |
|
|
2020
Q4 | $524K | Buy |
+2,313
| New | +$524K | 0.05% | 446 |
|
|
2019
Q2 | – | Sell |
-7,268
| Closed | -$1.04M | – | 1034 |
|
|
2019
Q1 | $1.04M | Buy |
7,268
+1,075
| +17% | +$154K | 0.11% | 216 |
|
|
2018
Q4 | $862K | Sell |
6,193
-368
| -6% | -$51.2K | 0.11% | 225 |
|
|
2018
Q3 | $1.17M | Buy |
6,561
+224
| +4% | +$39.9K | 0.13% | 178 |
|
|
2018
Q2 | $1.13M | Buy |
6,337
+458
| +8% | +$81.7K | 0.14% | 167 |
|
|
2018
Q1 | $1.06M | Sell |
5,879
-33
| -0.6% | -$5.97K | 0.14% | 173 |
|
|
2017
Q4 | $1.01M | Sell |
5,912
-484
| -8% | -$82.3K | 0.12% | 199 |
|
|
2017
Q3 | $1.03M | Sell |
6,396
-340
| -5% | -$54.8K | 0.13% | 168 |
|
|
2017
Q2 | $1.04M | Sell |
6,736
-134
| -2% | -$20.7K | 0.13% | 181 |
|
|
2017
Q1 | $984K | Buy |
6,870
+33
| +0.5% | +$4.73K | 0.13% | 185 |
|
|
2016
Q4 | $1.01M | Buy |
6,837
+3,060
| +81% | +$453K | 0.15% | 158 |
|
|
2016
Q3 | $532K | Buy |
+3,777
| New | +$532K | 0.08% | 301 |
|