Capital Asset Advisory Services’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,541
Closed -$397K 536
2022
Q3
$397K Sell
1,541
-919
-37% -$237K 0.05% 202
2022
Q2
$587K Buy
+2,460
New +$587K 0.06% 207
2021
Q1
Sell
-101
Closed -$23K 1512
2020
Q4
$23K Buy
+101
New +$23K ﹤0.01% 828