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Avestar Capital’s Watsco Inc WSO Stock Holding History

Avestar Capital’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-798
Closed -$345K – 521
2024
Q1 		$345K Sell
798
-129
-14% -$51.8K 0.04% 313
2023
Q4 		$397K Sell
927
-5
-0.5% -$1.94K 0.05% 235
2023
Q3 		$352K Sell
932
-133
-12% -$48.1K 0.05% 217
2023
Q2 		$406K Sell
1,065
-361
-25% -$122K 0.07% 176
2023
Q1 		$454K Buy
1,426
+45
+3% +$13.2K 0.08% 156
2022
Q4 		$344K Sell
1,381
-158
-10% -$41.5K 0.06% 187
2022
Q3 		$396K Buy
1,539
+136
+10% +$36.9K 0.1% 150
2022
Q2 		$335K Buy
1,403
+184
+15% +$48.4K 0.08% 185
2022
Q1 		$371K Buy
1,219
+26
+2% +$7.42K 0.06% 271
2021
Q4 		$373K Buy
1,193
+77
+7% +$22.8K 0.05% 302
2021
Q3 		$295K Buy
1,116
+88
+9% +$24.7K 0.04% 352
2021
Q2 		$295K Buy
+1,028
New +$294K 0.04% 329

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