Affinity Investment Advisors’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-700
Closed -$223K 209
2023
Q1
$223K Buy
+700
New +$223K 0.12% 180
2022
Q2
Sell
-728
Closed -$222K 215
2022
Q1
$222K Buy
728
+78
+12% +$23.8K 0.09% 193
2021
Q4
$203K Buy
+650
New +$203K 0.08% 183