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Ellsworth Advisors’s Watsco WSO Stock Holding History

Ellsworth Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,718
Closed -$1.16M – 205
2023
Q4 		$1.16M Buy
2,718
+171
+7% +$73.3K 0.37% 66
2023
Q3 		$902K Buy
+2,547
New +$902K 0.32% 70