JA
JOYN Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-345
| Closed | -$48K | – | 1426 |
|
|
2018
Q4 | $48K | Sell |
345
-55
| -14% | -$7.65K | 0.01% | 359 |
|
|
2018
Q3 | $71K | Sell |
400
-29
| -7% | -$5.15K | 0.01% | 301 |
|
|
2018
Q2 | $76K | Sell |
429
-248
| -37% | -$43.9K | 0.02% | 290 |
|
|
2018
Q1 | $123K | Buy |
+677
| New | +$123K | 0.03% | 209 |
|