MLA
My Legacy Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-693
| Closed | -$352K | – | 224 |
|
|
2025
Q1 | $352K | Buy |
693
+6
| +0.9% | +$3.05K | 0.14% | 160 |
|
|
2024
Q4 | $329K | Buy |
687
+21
| +3% | +$10.1K | 0.13% | 164 |
|
|
2024
Q3 | $328K | Sell |
666
-24
| -3% | -$11.8K | 0.13% | 169 |
|
|
2024
Q2 | $320K | Buy |
690
+216
| +46% | +$100K | 0.1% | 184 |
|
|
2024
Q1 | $205K | Buy |
+474
| New | +$205K | 0.07% | 209 |
|