Insight Folios’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,147
| Closed | -$365K | – | 126 |
|
|
2023
Q1 | $365K | Hold |
1,147
| – | – | 0.16% | 63 |
|
|
2022
Q4 | $286K | Sell |
1,147
-27
| -2% | -$6.73K | 0.13% | 87 |
|
|
2022
Q3 | $302K | Sell |
1,174
-907
| -44% | -$233K | 0.15% | 69 |
|
|
2022
Q2 | $497K | Buy |
2,081
+54
| +3% | +$12.9K | 0.24% | 42 |
|
|
2022
Q1 | $618K | Buy |
2,027
+129
| +7% | +$39.3K | 0.28% | 42 |
|
|
2021
Q4 | $594K | Buy |
1,898
+148
| +8% | +$46.3K | 0.28% | 50 |
|
|
2021
Q3 | $463K | Buy |
+1,750
| New | +$463K | 0.25% | 49 |
|