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Diversified Trust’s Watsco WSO Stock Holding History

Diversified Trust’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-939
Closed -$286K – 869
2022
Q1 		$286K Hold
939
– – 0.01% 640
2021
Q4 		$294K Buy
+939
New +$294K 0.01% 643