AdvisorShares Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,645
| Closed | -$938K | – | 378 |
|
|
2022
Q3 | $938K | Buy |
+3,645
| New | +$938K | 0.25% | 48 |
|
|
2021
Q4 | – | Sell |
-7,168
| Closed | -$1.9M | – | 221 |
|
|
2021
Q3 | $1.9M | Buy |
7,168
+264
| +4% | +$69.9K | 0.3% | 43 |
|
|
2021
Q2 | $1.98M | Buy |
+6,904
| New | +$1.98M | 0.27% | 39 |
|