Independent Wealth Network’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-488	Closed	-$209K	–	238
2023 Q4	$209K	Sell	488 -114	-19%	-$48.8K	0.11%	198
2023 Q3	$227K	Buy	602 +14	+2%	+$5.29K	0.14%	170
2023 Q2	$224K	Buy	+588	New	+$224K	0.13%	177