Concord Wealth Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-70
| Closed | -$17K | – | 1171 |
|
|
2022
Q2 | $17K | Sell |
70
-54
| -44% | -$13.1K | ﹤0.01% | 585 |
|
|
2022
Q1 | $38K | Hold |
124
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $39K | Buy |
+124
| New | +$39K | 0.01% | 498 |
|
|
2021
Q3 | – | Sell |
-112
| Closed | -$32K | – | 1047 |
|
|
2021
Q2 | $32K | Hold |
112
| – | – | 0.01% | 417 |
|
|
2021
Q1 | $29K | Buy |
+112
| New | +$29K | 0.01% | 419 |
|