Nordwand Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,768
| Closed | -$1.2M | – | 177 |
|
|
2024
Q1 | $1.2M | Sell |
2,768
-675
| -20% | -$292K | 0.46% | 24 |
|
|
2023
Q4 | $1.48M | Hold |
3,443
| – | – | 0.39% | 27 |
|
|
2023
Q3 | $1.3M | Sell |
3,443
-548
| -14% | -$207K | 0.26% | 25 |
|
|
2023
Q2 | $1.52M | Buy |
+3,991
| New | +$1.52M | 0.26% | 26 |
|