BDO Wealth Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63.7K | Buy |
167
+17
| +11% | +$6.49K | 0.01% | 394 |
|
|
2023
Q1 | $47.7K | Buy |
+150
| New | +$47.7K | 0.01% | 427 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$14K | – | 674 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2018
Q3 | $18K | Hold |
100
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $18K | Buy |
+100
| New | +$18K | 0.01% | 393 |
|