CVT S&P MidCap 400 Index Portfolio WSO Holdings History
CVT S&P MidCap 400 Index Portfolio's Watsco Inc Holding Summary
As of 2025-03-31, CVT S&P MidCap 400 Index Portfolio held 6,853.00 shares of Watsco Inc(WSO), totaling $3.48 Mil. This investment constitutes 0.64% of their stock portfolio, and CVT S&P MidCap 400 Index Portfolio now holds 0.02% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2019Q3. And since then CVT S&P MidCap 400 Index Portfolio has made 4 purchases of WSO, at an average price of $174.72, for a total of 9,969.00 shares. In addition, there have been 12 sales at an average price of $353.37 for 3,116.00 shares. Based on historical transaction data and WSO's current price of $470.75, CVT S&P MidCap 400 Index Portfolio's estimated gain on his WSO holdings is $2.59 Mil, reflecting a 148.44% gain to date.
CVT S&P MidCap 400 Index Portfolio WSO ($470.75) Holding Chart
CVT S&P MidCap 400 Index Portfolio WSO ($470.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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