IWA
Intercontinental Wealth Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.93M | Buy |
7,675
+26
| +0.3% | +$9.92K | 0.7% | 22 |
|
|
2023
Q1 | $2.43M | Sell |
7,649
-69
| -0.9% | -$22K | 0.62% | 27 |
|
|
2022
Q4 | $1.92M | Sell |
7,718
-311
| -4% | -$77.6K | 0.57% | 28 |
|
|
2022
Q3 | $2.07M | Buy |
8,029
+27
| +0.3% | +$6.95K | 0.65% | 27 |
|
|
2022
Q2 | $1.91M | Buy |
8,002
+1,358
| +20% | +$324K | 0.52% | 29 |
|
|
2022
Q1 | $2.02M | Sell |
6,644
-25
| -0.4% | -$7.62K | 0.46% | 31 |
|
|
2021
Q4 | $2.09M | Sell |
6,669
-67
| -1% | -$21K | 0.44% | 30 |
|
|
2021
Q3 | $1.78M | Sell |
6,736
-503
| -7% | -$133K | 0.42% | 37 |
|
|
2021
Q2 | $2.08M | Buy |
7,239
+33
| +0.5% | +$9.46K | 0.41% | 30 |
|
|
2021
Q1 | $1.88M | Buy |
7,206
+117
| +2% | +$30.5K | 0.41% | 34 |
|
|
2020
Q4 | $1.61M | Buy |
7,089
+29
| +0.4% | +$6.57K | 0.39% | 40 |
|
|
2020
Q3 | $1.64M | Buy |
7,060
+56
| +0.8% | +$13K | 0.48% | 29 |
|
|
2020
Q2 | $1.25M | Buy |
7,004
+1,246
| +22% | +$221K | 0.4% | 46 |
|
|
2020
Q1 | $910K | Buy |
+5,758
| New | +$910K | 0.48% | 51 |
|