Liberty Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3
| Closed | -$1K | – | 967 |
|
|
2020
Q2 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 826 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 851 |
|
|
2019
Q4 | $1K | Sell |
4
-22
| -85% | -$5.5K | ﹤0.01% | 875 |
|
|
2019
Q3 | $4K | Buy |
26
+22
| +550% | +$3.39K | ﹤0.01% | 686 |
|
|
2019
Q2 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 872 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 863 |
|