CWM
Cedar Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-230
| Closed | -$113K | – | 262 |
|
|
2024
Q3 | $113K | Hold |
230
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $107K | Hold |
230
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $99.4K | Hold |
230
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $98.5K | Hold |
230
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $86.9K | Hold |
230
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $87.7K | Hold |
230
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $73.2K | Hold |
230
| – | – | 0.03% | 132 |
|
|
2022
Q4 | $57.4K | Hold |
230
| – | – | 0.03% | 135 |
|
|
2022
Q3 | $59K | Hold |
230
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $55K | Hold |
230
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $70K | Hold |
230
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $72K | Hold |
230
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $61K | Hold |
230
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $66K | Hold |
230
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $60K | Hold |
230
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $52K | Hold |
230
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $54K | Hold |
230
| – | – | 0.03% | 124 |
|
|
2020
Q2 | $41K | Hold |
230
| – | – | 0.03% | 132 |
|
|
2020
Q1 | $36K | Hold |
230
| – | – | 0.02% | 137 |
|
|
2019
Q4 | $41K | Hold |
230
| – | – | 0.02% | 98 |
|
|
2019
Q3 | $39K | Hold |
230
| – | – | 0.03% | 100 |
|
|
2019
Q2 | $38K | Buy |
+230
| New | +$38K | 0.02% | 117 |
|