Impact Partnership Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-807
| Closed | -$397K | – | 338 |
|
|
2024
Q3 | $397K | Buy |
+807
| New | +$397K | 0.09% | 137 |
|
|
2024
Q2 | – | Sell |
-494
| Closed | -$213K | – | 712 |
|
|
2024
Q1 | $213K | Buy |
494
+481
| +3,700% | +$208K | 0.08% | 164 |
|
|
2023
Q4 | $5.57K | Sell |
13
-467
| -97% | -$200K | ﹤0.01% | 567 |
|
|
2023
Q3 | $181K | Buy |
480
+471
| +5,233% | +$178K | 0.06% | 196 |
|
|
2023
Q2 | $3.43K | Buy |
+9
| New | +$3.43K | ﹤0.01% | 556 |
|