Graves Light Lenhart Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-573
| Closed | -$219K | – | 189 |
|
|
2023
Q2 | $219K | Buy |
+573
| New | +$219K | 0.03% | 168 |
|
|
2022
Q3 | – | Sell |
-204
| Closed | -$49K | – | 614 |
|
|
2022
Q2 | $49K | Sell |
204
-282
| -58% | -$67.7K | 0.01% | 311 |
|
|
2022
Q1 | $148K | Buy |
486
+282
| +138% | +$85.9K | 0.02% | 205 |
|
|
2021
Q4 | $64K | Hold |
204
| – | – | 0.01% | 368 |
|
|
2021
Q3 | $54K | Hold |
204
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $58K | Hold |
204
| – | – | 0.01% | 360 |
|
|
2021
Q1 | $53K | Hold |
204
| – | – | 0.01% | 376 |
|
|
2020
Q4 | $46K | Buy |
+204
| New | +$46K | 0.01% | 385 |
|