Winslow Evans & Crocker’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $206K | Hold |
910
| – | – | 0.04% | 328 |
|
|
2020
Q3 | $212K | Sell |
910
-80
| -8% | -$18.6K | 0.05% | 262 |
|
|
2020
Q2 | $176K | Buy |
990
+190
| +24% | +$33.8K | 0.05% | 281 |
|
|
2020
Q1 | $128K | Hold |
800
| – | – | 0.04% | 294 |
|
|
2019
Q4 | $146K | Hold |
800
| – | – | 0.04% | 337 |
|
|
2019
Q3 | $136K | Hold |
800
| – | – | 0.04% | 343 |
|
|
2019
Q2 | $132K | Hold |
800
| – | – | 0.04% | 346 |
|
|
2019
Q1 | $116K | Hold |
800
| – | – | 0.03% | 358 |
|
|
2018
Q4 | $112K | Hold |
800
| – | – | 0.04% | 338 |
|
|
2018
Q3 | $144K | Hold |
800
| – | – | 0.04% | 313 |
|
|
2018
Q2 | $144K | Hold |
800
| – | – | 0.05% | 308 |
|
|
2018
Q1 | $145K | Hold |
800
| – | – | 0.05% | 299 |
|
|
2017
Q4 | $136K | Hold |
800
| – | – | 0.04% | 315 |
|
|
2017
Q3 | $129K | Hold |
800
| – | – | 0.04% | 313 |
|
|
2017
Q2 | $123K | Buy |
800
+600
| +300% | +$92.5K | 0.03% | 395 |
|
|
2017
Q1 | $28.6K | Buy |
+200
| New | +$28.6K | 0.01% | 658 |
|
|
2014
Q1 | – | Sell |
-145
| Closed | -$14K | – | 1400 |
|
|
2013
Q4 | $14K | Buy |
+145
| New | +$14K | ﹤0.01% | 811 |
|