Kenfarb & Co’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $463K | Hold |
1,225
| – | – | 0.42% | 65 |
|
|
2023
Q2 | $467K | Sell |
1,225
-20
| -2% | -$7.63K | 0.41% | 66 |
|
|
2023
Q1 | $396K | Hold |
1,245
| – | – | 0.35% | 73 |
|
|
2022
Q4 | $311K | Sell |
1,245
-650
| -34% | -$162K | 0.28% | 83 |
|
|
2022
Q3 | $488K | Hold |
1,895
| – | – | 0.46% | 60 |
|
|
2022
Q2 | $577K | Hold |
1,895
| – | – | 0.46% | 60 |
|
|
2022
Q1 | $577K | Hold |
1,895
| – | – | 0.46% | 60 |
|
|
2021
Q4 | $593K | Buy |
+1,895
| New | +$593K | 0.43% | 56 |
|