Caliber Wealth Management (Utah)’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,885	Closed	-$2.4M	–	73
2022 Q1	$2.4M	Buy	7,885 +884	+13%	+$269K	1.53%	29
2021 Q4	$2.09M	Buy	+7,001	New	+$2.09M	1.44%	34