Yorktown Management & Research Company’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,400
| Closed | -$613K | – | 322 |
|
|
2019
Q4 | $613K | Hold |
3,400
| – | – | 0.33% | 106 |
|
|
2019
Q3 | $575K | Hold |
3,400
| – | – | 0.31% | 111 |
|
|
2019
Q2 | $556K | Hold |
3,400
| – | – | 0.21% | 136 |
|
|
2019
Q1 | $487K | Buy |
3,400
+1,500
| +79% | +$215K | 0.16% | 159 |
|
|
2018
Q4 | $264K | Hold |
1,900
| – | – | 0.09% | 260 |
|
|
2018
Q3 | $338K | Hold |
1,900
| – | – | 0.1% | 226 |
|
|
2018
Q2 | $339K | Hold |
1,900
| – | – | 0.1% | 227 |
|
|
2018
Q1 | $344K | Buy |
+1,900
| New | +$344K | 0.1% | 206 |
|