Cornerstone Planning Group’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2	Closed	-$923	–	1380
2024 Q2	$923	Buy	+2	New	+$923	﹤0.01%	963
2022 Q4	$1.05K	Buy	+4	New	+$1.05K	﹤0.01%	1347