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Legacy Wealth Management (Idaho)’s Watsco WSO Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.7K Hold
40
– – 0.01% 252
2025
Q1 		$20.3K Hold
40
– – 0.01% 245
2024
Q4 		$18.6K Hold
40
– – 0.01% 223
2024
Q3 		$21.7K Buy
+40
New +$21.7K 0.01% 206