Focused Wealth Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-450
Closed -$117K 953
2021
Q1
$117K Hold
450
0.02% 252
2020
Q4
$102K Sell
450
-150
-25% -$34K 0.02% 262
2020
Q3
$140K Hold
600
0.03% 178
2020
Q2
$107K Buy
+600
New +$107K 0.02% 216