Whitener Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-105
| Closed | -$17K | – | 443 |
|
|
2019
Q3 | $17K | Hold |
105
| – | – | 0.01% | 310 |
|
|
2019
Q2 | $17K | Hold |
105
| – | – | 0.01% | 304 |
|
|
2019
Q1 | $15K | Hold |
105
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $14K | Hold |
105
| – | – | 0.01% | 288 |
|
|
2018
Q3 | $18K | Buy |
+105
| New | +$18K | 0.01% | 288 |
|
|
2018
Q2 | – | Sell |
-105
| Closed | -$19K | – | 412 |
|
|
2018
Q1 | $19K | Hold |
105
| – | – | 0.01% | 285 |
|
|
2017
Q4 | $17K | Buy |
+105
| New | +$17K | 0.01% | 277 |
|