Colonial Trust Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71
| Closed | -$30.7K | – | 1031 |
|
|
2024
Q1 | $30.7K | Buy |
+71
| New | +$30.7K | ﹤0.01% | 391 |
|
|
2023
Q4 | – | Sell |
-130
| Closed | -$49.1K | – | 958 |
|
|
2023
Q3 | $49.1K | Hold |
130
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $49.6K | Hold |
130
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $41.4K | Hold |
130
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $32.4K | Buy |
+130
| New | +$32.4K | ﹤0.01% | 381 |
|