Endurance Wealth Management’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$134K	Hold	350	–	–	0.02%	243
2023 Q1	$111K	Hold	350	–	–	0.02%	264
2022 Q4	$87K	Buy	350 +105	+43%	+$26.1K	0.01%	271
2022 Q3	$63K	Hold	245	–	–	0.01%	295
2022 Q2	$59K	Hold	245	–	–	0.01%	311
2022 Q1	$75K	Hold	245	–	–	0.01%	307
2021 Q4	$77K	Sell	245 -24	-9%	-$7.54K	0.01%	313
2021 Q3	$71K	Hold	269	–	–	0.01%	314
2021 Q2	$77K	Hold	269	–	–	0.01%	320
2021 Q1	$70K	Hold	269	–	–	0.01%	318
2020 Q4	$61K	Hold	269	–	–	0.01%	298
2020 Q3	$63K	Buy	269 +24	+10%	+$5.62K	0.01%	276
2020 Q2	$44K	Hold	245	–	–	0.01%	317
2020 Q1	$39K	Hold	245	–	–	0.01%	311
2019 Q4	$44K	Hold	245	–	–	0.01%	295
2019 Q3	$41K	Hold	245	–	–	0.01%	293
2019 Q2	$40K	Hold	245	–	–	0.01%	286
2019 Q1	$35K	Hold	245	–	–	0.01%	292
2018 Q4	$34K	Hold	245	–	–	0.01%	285
2018 Q3	$44K	Hold	245	–	–	0.01%	289
2018 Q2	$44K	Hold	245	–	–	0.01%	283
2018 Q1	$44K	Hold	245	–	–	0.01%	300
2017 Q4	$42K	Hold	245	–	–	0.01%	289
2017 Q3	$39K	Hold	245	–	–	0.01%	290
2017 Q2	$38K	Hold	245	–	–	0.01%	298
2017 Q1	$35K	Hold	245	–	–	0.01%	303
2016 Q4	$36K	Hold	245	–	–	0.01%	295
2016 Q3	$35K	Hold	245	–	–	0.01%	298
2016 Q2	$34K	Hold	245	–	–	0.01%	290
2016 Q1	$33	Hold	245	–	–	﹤0.01%	298
2015 Q4	$29K	Hold	245	–	–	0.01%	312
2015 Q3	$31K	Hold	245	–	–	0.01%	305
2015 Q2	$30K	Buy	+245	New	+$30K	0.01%	322