Disciplined Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$1.91K | – | 1571 |
|
|
2023
Q2 | $1.91K | Sell |
5
-1
| -17% | -$381 | ﹤0.01% | 672 |
|
|
2023
Q1 | $1.91K | Buy |
6
+2
| +50% | +$636 | ﹤0.01% | 681 |
|
|
2022
Q4 | $998 | Sell |
4
-64
| -94% | -$16K | ﹤0.01% | 906 |
|
|
2022
Q3 | $18K | Sell |
68
-10
| -13% | -$2.65K | 0.01% | 321 |
|
|
2022
Q2 | $19K | Buy |
78
+19
| +32% | +$4.63K | 0.01% | 324 |
|
|
2022
Q1 | $18K | Buy |
59
+4
| +7% | +$1.22K | 0.01% | 341 |
|
|
2021
Q4 | $17K | Buy |
+55
| New | +$17K | 0.01% | 322 |
|