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JNBA Financial Advisors’s Watsco Inc WSO Stock Holding History

JNBA Financial Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.64K Buy
+10
New +$3.88K ﹤0.01% 653
2023
Q4 		– Sell
-9
Closed -$3.4K – 755
2023
Q3 		$3.4K Hold
9
– – ﹤0.01% 583
2023
Q2 		$3.43K Buy
+9
New +$3.05K ﹤0.01% 578
2022
Q3 		– Sell
-19
Closed -$5K – 762
2022
Q2 		$5K Hold
19
– – ﹤0.01% 571
2022
Q1 		$6K Hold
19
– – ﹤0.01% 547
2021
Q4 		$6K Hold
19
– – ﹤0.01% 597
2021
Q3 		$5K Hold
19
– – ﹤0.01% 598
2021
Q2 		$5K Hold
19
– – ﹤0.01% 550
2021
Q1 		$5K Buy
+19
New +$4.68K ﹤0.01% 536
2018
Q4 		– Sell
-50
Closed -$9K – 732
2018
Q3 		$9K Buy
+50
New +$8.83K ﹤0.01% 389
2016
Q4 		– Sell
-17
Closed -$2K – 1362
2016
Q3 		$2K Buy
+17
New +$2.44K ﹤0.01% 1451

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