BWM
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Baystate Wealth Management’s Watsco Inc WSO Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$431 Hold
1
– – ﹤0.01% 1215
2023
Q3 		$380 Sell
1
-20
-95% -$7.23K ﹤0.01% 951
2023
Q2 		$8.07K Hold
21
– – ﹤0.01% 612
2023
Q1 		$6.68K Buy
21
+20
+2,000% +$5.88K ﹤0.01% 632
2022
Q4 		$0 Hold
1
– – ﹤0.01% 992
2022
Q3 		$0 Hold
1
– – ﹤0.01% 951
2022
Q2 		$0 Hold
1
– – ﹤0.01% 959
2022
Q1 		$0 Hold
1
– – ﹤0.01% 945
2021
Q4 		$0 Hold
1
– – ﹤0.01% 988
2021
Q3 		$0 Hold
1
– – ﹤0.01% 897
2021
Q2 		$0 Hold
1
– – ﹤0.01% 869
2021
Q1 		$0 Buy
+1
New +$247 ﹤0.01% 842
2020
Q3 		– Sell
-10
Closed -$2K – 751
2020
Q2 		$2K Buy
+10
New +$1.66K ﹤0.01% 569

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Morgan Stanley
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