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LifeWealth Investments’s Watsco WSO Stock Holding History

LifeWealth Investments’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-641
Closed -$326K – 242
2025
Q1 		$326K Buy
641
+176
+38% +$89.4K 0.13% 142
2024
Q4 		$220K Buy
+465
New +$220K 0.15% 136