DFPG Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $835K | Sell |
2,041
-158
| -7% | -$64.6K | 0.07% | 271 |
|
|
2023
Q3 | $816K | Sell |
2,199
-485
| -18% | -$180K | 0.08% | 234 |
|
|
2023
Q2 | $991K | Sell |
2,684
-103
| -4% | -$38K | 0.09% | 222 |
|
|
2023
Q1 | $887K | Buy |
2,787
+305
| +12% | +$97K | 0.1% | 220 |
|
|
2022
Q4 | $687K | Buy |
+2,482
| New | +$687K | 0.11% | 204 |
|