MJP Associates’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-989
| Closed | -$458K | – | 256 |
|
|
2024
Q2 | $458K | Buy |
989
+19
| +2% | +$8.8K | 0.1% | 119 |
|
|
2024
Q1 | $419K | Buy |
970
+302
| +45% | +$130K | 0.09% | 125 |
|
|
2023
Q4 | $286K | Sell |
668
-39
| -6% | -$16.7K | 0.08% | 133 |
|
|
2023
Q3 | $267K | Buy |
707
+88
| +14% | +$33.2K | 0.08% | 118 |
|
|
2023
Q2 | $236K | Buy |
+619
| New | +$236K | 0.08% | 126 |
|