Center for Financial Planning’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
-8
Closed -$2K 672
2022
Q3
$2K Buy
+8
New +$2K ﹤0.01% 569
2020
Q2
Sell
-66
Closed -$10K 586
2020
Q1
$10K Buy
+66
New +$10K ﹤0.01% 332