GW Henssler & Associates’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-601
| Closed | -$227K | – | 208 |
|
|
2023
Q3 | $227K | Buy |
+601
| New | +$227K | 0.02% | 159 |
|
|
2021
Q2 | – | Sell |
-1,052
| Closed | -$274K | – | 270 |
|
|
2021
Q1 | $274K | Sell |
1,052
-5
| -0.5% | -$1.3K | 0.02% | 191 |
|
|
2020
Q4 | $239K | Sell |
1,057
-1
| -0.1% | -$226 | 0.02% | 196 |
|
|
2020
Q3 | $246K | Buy |
+1,058
| New | +$246K | 0.02% | 170 |
|
|
2019
Q2 | – | Sell |
-2,805
| Closed | -$402K | – | 234 |
|
|
2019
Q1 | $402K | Buy |
+2,805
| New | +$402K | 0.04% | 153 |
|