BerganKDV Wealth Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-179
Closed -$56K 1114
2021
Q4
$56K Buy
+179
New +$56K 0.01% 411
2020
Q3
Sell
-24
Closed -$4K 1022
2020
Q2
$4K Buy
+24
New +$4K ﹤0.01% 675