Financial Synergies Wealth Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27
| Closed | -$11.7K | – | 484 |
|
|
2024
Q1 | $11.7K | Hold |
27
| – | – | ﹤0.01% | 238 |
|
|
2023
Q4 | $6.73K | Hold |
27
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $10.2K | Hold |
27
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $10.3K | Sell |
27
-18
| -40% | -$6.87K | ﹤0.01% | 227 |
|
|
2023
Q1 | $14.3K | Buy |
45
+18
| +67% | +$5.73K | ﹤0.01% | 209 |
|
|
2022
Q4 | $6.73K | Buy |
+27
| New | +$6.73K | ﹤0.01% | 204 |
|