JWM
Janiczek Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $75.5K | Hold |
163
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $70.4K | Sell |
163
-98
| -38% | -$42.3K | 0.02% | 355 |
|
|
2023
Q4 | $112K | Buy |
261
+4
| +2% | +$1.71K | 0.03% | 246 |
|
|
2023
Q3 | $97.1K | Buy |
257
+100
| +64% | +$37.8K | 0.03% | 255 |
|
|
2023
Q2 | $59.9K | Hold |
157
| – | – | 0.02% | 295 |
|
|
2023
Q1 | $49K | Hold |
157
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $43.2K | Hold |
157
| – | – | 0.01% | 339 |
|
|
2022
Q3 | $41K | Hold |
157
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $43K | Sell |
157
-299
| -66% | -$81.9K | 0.01% | 334 |
|
|
2022
Q1 | $139K | Sell |
456
-88
| -16% | -$26.8K | 0.04% | 161 |
|
|
2021
Q4 | $170K | Buy |
544
+73
| +15% | +$22.8K | 0.05% | 122 |
|
|
2021
Q3 | $125K | Buy |
471
+102
| +28% | +$27.1K | 0.04% | 145 |
|
|
2021
Q2 | $106K | Buy |
369
+56
| +18% | +$16.1K | 0.04% | 150 |
|
|
2021
Q1 | $82K | Buy |
313
+103
| +49% | +$27K | 0.03% | 165 |
|
|
2020
Q4 | $48K | Buy |
210
+143
| +213% | +$32.7K | 0.02% | 211 |
|
|
2020
Q3 | $16K | Buy |
67
+48
| +253% | +$11.5K | 0.01% | 179 |
|
|
2020
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 258 |
|