B.O.S.S. Retirement Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,917
| Closed | -$1.44M | – | 295 |
|
|
2024
Q3 | $1.44M | Sell |
2,917
-38
| -1% | -$18.7K | 0.29% | 92 |
|
|
2024
Q2 | $1.37M | Sell |
2,955
-1,328
| -31% | -$615K | 0.35% | 81 |
|
|
2024
Q1 | $1.84M | Sell |
4,283
-494
| -10% | -$212K | 0.7% | 55 |
|
|
2023
Q4 | $2.05M | Sell |
4,777
-819
| -15% | -$351K | 0.4% | 81 |
|
|
2023
Q3 | $2.11M | Sell |
5,596
-518
| -8% | -$196K | 0.45% | 67 |
|
|
2023
Q2 | $2.33M | Sell |
6,114
-233
| -4% | -$88.9K | 0.5% | 53 |
|
|
2023
Q1 | $2.02M | Sell |
6,347
-2,411
| -28% | -$767K | 0.47% | 72 |
|
|
2022
Q4 | $2.18M | Buy |
+8,758
| New | +$2.18M | 0.56% | 59 |
|