Gradient Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-234
| Closed | -$108K | – | 1314 |
|
|
2024
Q2 | $108K | Buy |
+234
| New | +$108K | ﹤0.01% | 391 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.59K | – | 1891 |
|
|
2023
Q1 | $1.59K | Buy |
+5
| New | +$1.59K | ﹤0.01% | 1140 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$4K | – | 1674 |
|
|
2022
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 1024 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | -$2K | – | 1268 |
|
|
2021
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1027 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | -$1K | – | 1248 |
|
|
2019
Q3 | $1K | Sell |
3
-48
| -94% | -$16K | ﹤0.01% | 1058 |
|
|
2019
Q2 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 712 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1179 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 968 |
|