NewSquare Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32
| Closed | -$16.3K | – | 1392 |
|
|
2025
Q1 | $16.3K | Buy |
32
+31
| +3,100% | +$15.8K | ﹤0.01% | 411 |
|
|
2024
Q4 | $474 | Buy |
+1
| New | +$474 | ﹤0.01% | 725 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$4K | – | 429 |
|
|
2020
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 279 |
|
|
2020
Q1 | – | Sell |
-4,510
| Closed | -$812K | – | 447 |
|
|
2019
Q4 | $812K | Buy |
+4,510
| New | +$812K | 0.13% | 87 |
|