LWP
Lumature Wealth Partners’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $72.9K | Buy |
191
+6
| +3% | +$2.29K | 0.04% | 208 |
|
|
2023
Q1 | $58.9K | Hold |
185
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $46.1K | Sell |
185
-27
| -13% | -$6.73K | 0.03% | 221 |
|
|
2022
Q3 | $55K | Hold |
212
| – | – | 0.03% | 223 |
|
|
2022
Q2 | $51K | Sell |
212
-53
| -20% | -$12.8K | 0.02% | 234 |
|
|
2022
Q1 | $81K | Buy |
265
+153
| +137% | +$46.8K | 0.03% | 226 |
|
|
2021
Q4 | $35K | Buy |
112
+24
| +27% | +$7.5K | 0.01% | 252 |
|
|
2021
Q3 | $23K | Buy |
88
+39
| +80% | +$10.2K | 0.01% | 279 |
|
|
2021
Q2 | $14K | Buy |
49
+25
| +104% | +$7.14K | 0.01% | 280 |
|
|
2021
Q1 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 309 |
|