Lumature Wealth Partners’s Watsco Inc WSO Stock Holding History

Lumature Wealth Partners’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$72.9K	Buy
2023 Q1	$58.9K	Hold
2022 Q4	$46.1K	Sell
2022 Q3	$55K	Hold
2022 Q2	$51K	Sell
2022 Q1	$81K	Buy
2021 Q4	$35K	Buy
2021 Q3	$23K	Buy
2021 Q2	$14K	Buy
2021 Q1	$6K	Buy