Milestone Investment Advisors’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-28
Closed -$10.6K 437
2023
Q3
$10.6K Buy
+28
New +$10.6K ﹤0.01% 291
2023
Q2
Sell
-28
Closed -$8.91K 433
2023
Q1
$8.91K Buy
+28
New +$8.91K ﹤0.01% 303