InterOcean Capital Group’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$246K Buy
570
+32
+6% +$13.8K 0.01% 417
2023
Q4
$231K Hold
538
0.01% 422
2023
Q3
$203K Sell
538
-9
-2% -$3.4K 0.01% 413
2023
Q2
$209K Sell
547
-89
-14% -$34K 0.01% 417
2023
Q1
$202K Buy
+636
New +$202K 0.01% 387