Advisor Partners II’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $880K | Buy |
2,330
+10
| +0.4% | +$3.78K | 0.04% | 522 |
|
|
2023
Q2 | $885K | Buy |
2,320
+101
| +5% | +$38.5K | 0.04% | 426 |
|
|
2023
Q1 | $706K | Buy |
2,219
+358
| +19% | +$114K | 0.04% | 443 |
|
|
2022
Q4 | $464K | Buy |
1,861
+18
| +1% | +$4.49K | 0.03% | 542 |
|
|
2022
Q3 | $474K | Buy |
+1,843
| New | +$474K | 0.04% | 472 |
|