Virtus KAR Equity Income Fund WSO Holdings History
Virtus KAR Equity Income Fund's Watsco Inc Holding Summary
As of 2025-03-31, Virtus KAR Equity Income Fund held 8,714.00 shares of Watsco Inc(WSO), totaling $4.43 Mil. This investment constitutes 3.79% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0.02% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2020Q3. And since then Virtus KAR Equity Income Fund has made 3 purchases of WSO, at an average price of $226.41, for a total of 30,715.00 shares. In addition, there have been 15 sales at an average price of $291.03 for 22,001.00 shares. Based on historical transaction data and WSO's current price of $484.69, Virtus KAR Equity Income Fund's estimated gain on his WSO holdings is $3.67 Mil, reflecting a 52.80% gain to date.
Virtus KAR Equity Income Fund WSO ($484.69) Holding Chart
Virtus KAR Equity Income Fund WSO ($484.69) 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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