JNBA Financial Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$3.4K | – | 755 |
|
|
2023
Q3 | $3.4K | Hold |
9
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $3.43K | Buy |
+9
| New | +$3.43K | ﹤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 | +$5K | ﹤0.01% | 536 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$9K | – | 732 |
|
|
2018
Q3 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 389 |
|
|
2016
Q4 | – | Sell |
-17
| Closed | -$2K | – | 1362 |
|
|
2016
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1451 |
|