Bartlett & Co’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9K | Hold |
20
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q3 | $8K | Hold |
20
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 950 |
|
|
2023
Q1 | $6K | Hold |
20
| – | – | ﹤0.01% | 879 |
|
|
2022
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 933 |
|
|
2022
Q3 | $5K | Sell |
20
-74
| -79% | -$18.5K | ﹤0.01% | 937 |
|
|
2022
Q2 | $22K | Buy |
+94
| New | +$22K | ﹤0.01% | 719 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$2K | – | 899 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 895 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1077 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 817 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 816 |
|
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 684 |
|