Boyar Asset Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-559
| Closed | -$241K | – | 82 |
|
|
2024
Q1 | $241K | Sell |
559
-20
| -3% | -$8.64K | 0.16% | 73 |
|
|
2023
Q4 | $248K | Sell |
579
-7
| -1% | -$3K | 0.19% | 70 |
|
|
2023
Q3 | $221K | Buy |
586
+9
| +2% | +$3.4K | 0.17% | 72 |
|
|
2023
Q2 | $220K | Buy |
+577
| New | +$220K | 0.16% | 73 |
|
|
2022
Q4 | – | Sell |
-982
| Closed | -$253K | – | 84 |
|
|
2022
Q3 | $253K | Buy |
+982
| New | +$253K | 0.21% | 71 |
|