Lincoln National Corp’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-778
| Closed | -$336K | – | 1134 |
|
|
2024
Q1 | $336K | Buy |
778
+50
| +7% | +$21.6K | 0.01% | 908 |
|
|
2023
Q4 | $312K | Buy |
728
+28
| +4% | +$12K | 0.01% | 859 |
|
|
2023
Q3 | $264K | Sell |
700
-86
| -11% | -$32.5K | 0.01% | 851 |
|
|
2023
Q2 | $300K | Buy |
786
+9
| +1% | +$3.44K | 0.01% | 788 |
|
|
2023
Q1 | $247K | Buy |
+777
| New | +$247K | 0.01% | 843 |
|