IGAM
iA Global Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-845
| Closed | -$416K | – | 513 |
|
|
2024
Q3 | $416K | Buy |
845
+232
| +38% | +$114K | 0.01% | 395 |
|
|
2024
Q2 | $284K | Buy |
+613
| New | +$284K | 0.01% | 397 |
|
|
2023
Q4 | – | Sell |
-689
| Closed | -$260K | – | 510 |
|
|
2023
Q3 | $260K | Buy |
689
+63
| +10% | +$23.8K | 0.01% | 399 |
|
|
2023
Q2 | $239K | Buy |
+626
| New | +$239K | 0.01% | 409 |
|