Lloyd Advisory Services’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	-2,655	Closed	-$1.15M	–	194
2024 Q1	$1.15M	Buy	2,655 +2,181	+460%	+$941K	0.24%	74
2023 Q4	$203K	Sell	474 -1,297	-73%	-$555K	0.1%	127
2023 Q3	$669K	Buy	+1,771	New	+$669K	0.22%	108