Connectus Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $903K | Sell |
2,090
-75
| -3% | -$32.4K | 0.02% | 238 |
|
|
2023
Q4 | $928K | Hold |
2,165
| – | – | 0.02% | 343 |
|
|
2023
Q3 | $818K | Hold |
2,165
| – | – | 0.02% | 343 |
|
|
2023
Q2 | $826K | Sell |
2,165
-2,500
| -54% | -$954K | 0.02% | 297 |
|
|
2023
Q1 | $1.48M | Buy |
4,665
+2,665
| +133% | +$848K | 0.04% | 254 |
|
|
2022
Q4 | $499K | Hold |
2,000
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $515K | Hold |
2,000
| – | – | 0.01% | 399 |
|
|
2022
Q2 | $478K | Buy |
+2,000
| New | +$478K | 0.01% | 338 |
|