Balasa Dinverno & Foltz’s Watsco Inc WSO Stock Holding History

Balasa Dinverno & Foltz’s Portfolio WSO Stock Details WSO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$311K	Sell
2021 Q4	$463K	Sell
2021 Q3	$431K	Sell
2021 Q2	$497K	Sell
2021 Q1	$462K	Sell
2020 Q4	$410K	Sell
2020 Q3	$693K	Buy