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Elevated Capital Advisors’s Watsco WSO Stock Holding History

Elevated Capital Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$975K Hold
1,918
– – 0.27% 102
2025
Q1 		$975K Buy
1,918
+97
+5% +$49.3K 0.27% 102
2024
Q4 		$863K Sell
1,821
-2
-0.1% -$948 0.24% 125
2024
Q3 		$896K Sell
1,823
-27
-1% -$13.3K 0.24% 125
2024
Q2 		$857K Buy
+1,850
New +$857K 0.24% 112