Xact Kapitalforvaltning’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $720K | Hold |
4,558
| – | – | 0.02% | 599 |
|
|
2019
Q4 | $821K | Hold |
4,558
| – | – | 0.01% | 709 |
|
|
2019
Q3 | $771K | Hold |
4,558
| – | – | 0.01% | 691 |
|
|
2019
Q2 | $745K | Hold |
4,558
| – | – | 0.02% | 702 |
|
|
2019
Q1 | $653K | Hold |
4,558
| – | – | 0.01% | 760 |
|
|
2018
Q4 | $634K | Hold |
4,558
| – | – | 0.02% | 733 |
|
|
2018
Q3 | $812K | Hold |
4,558
| – | – | 0.02% | 676 |
|
|
2018
Q2 | $813K | Buy |
4,558
+2,000
| +78% | +$357K | 0.02% | 661 |
|
|
2018
Q1 | $463K | Hold |
2,558
| – | – | 0.01% | 875 |
|
|
2017
Q4 | $435K | Buy |
+2,558
| New | +$435K | 0.01% | 727 |
|