High Net Worth Advisory Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$24.9K | – | 587 |
|
|
2022
Q4 | $24.9K | Hold |
100
| – | – | 0.01% | 409 |
|
|
2022
Q3 | $26K | Hold |
100
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $24K | Hold |
100
| – | – | 0.01% | 427 |
|
|
2022
Q1 | $30K | Hold |
100
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $31K | Buy |
+100
| New | +$31K | 0.01% | 400 |
|