Accel Wealth Management’s Watsco WSO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-150
Closed -$38K 1099
2022
Q2
$38K Buy
150
+60
+67% +$15.2K 0.02% 405
2022
Q1
$27K Buy
90
+1
+1% +$300 0.01% 497
2021
Q4
$28K Buy
+89
New +$28K 0.01% 505