Ironwood Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17
| Closed | -$4K | – | 550 |
|
|
2021
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $5K | Buy |
17
+7
| +70% | +$2.06K | ﹤0.01% | 438 |
|
|
2021
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 377 |
|