ICA Group Wealth Management’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 |
-5
| Closed | -$1.91K | – | 1246 |
|
|
2023
Q2 | $1.91K | Hold |
5
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q1 | $1.59K | Hold |
5
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q4 | $1.25K | Sell |
5
-1,115
| -100% | -$278K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $288K | Hold |
1,120
| – | – | 0.06% | 268 |
|
|
2022
Q2 | $330K | Buy |
1,120
+9
| +0.8% | +$2.65K | 0.06% | 260 |
|
|
2022
Q1 | $289K | Buy |
+1,111
| New | +$289K | 0.05% | 291 |
|