Howe & Rusling’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26
| Closed | -$7K | – | 1061 |
|
|
2022
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 627 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$3K | – | 879 |
|
|
2020
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 643 |
|
|
2018
Q4 | – | Sell |
-48
| Closed | -$9K | – | 909 |
|
|
2018
Q3 | $9K | Buy |
+48
| New | +$9K | ﹤0.01% | 532 |
|