Baystate Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $431 | Hold |
1
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q3 | $380 | Sell |
1
-20
| -95% | -$7.6K | ﹤0.01% | 951 |
|
|
2023
Q2 | $8.07K | Hold |
21
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $6.68K | Buy |
21
+20
| +2,000% | +$6.37K | ﹤0.01% | 632 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 958 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 921 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 843 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$2K | – | 751 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 569 |
|