Carolinas Wealth Consulting’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-64
| Closed | -$24.4K | – | 1132 |
|
|
2023
Q2 | $24.4K | Hold |
64
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $20.4K | Hold |
64
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $16K | Hold |
64
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $16K | Hold |
64
| – | – | ﹤0.01% | 484 |
|
|
2022
Q2 | $15K | Hold |
64
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $19K | Hold |
64
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $20K | Hold |
64
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $17K | Hold |
64
| – | – | ﹤0.01% | 502 |
|
|
2021
Q2 | $18K | Hold |
64
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $17K | Hold |
64
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $14K | Sell |
64
-18
| -22% | -$3.94K | ﹤0.01% | 536 |
|
|
2020
Q3 | $19K | Buy |
82
+64
| +356% | +$14.8K | 0.01% | 397 |
|
|
2020
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 471 |
|