Fusion Family Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-45
| Closed | -$8K | – | 290 |
|
|
2018
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 218 |
|
|
2018
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 205 |
|
|
2017
Q4 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 223 |
|
|
2017
Q3 | – | Sell |
-45
| Closed | -$7K | – | 303 |
|
|
2017
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 218 |
|
|
2017
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 227 |
|
|
2016
Q4 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 296 |
|