Caldwell Trust’s Watsco Inc WSO Stock Holding History

Caldwell Trust’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5
2022 Q1	$1.52K	Hold	5
2021 Q4	$1.56K	Hold	5
2021 Q3	$1.32K	Hold	5
2021 Q2	$1.43K	Buy	+5