OWA
Opal Wealth Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8K | Buy |
54
+5
| +10% | +$2.21K | 0.01% | 533 |
|
|
2025
Q1 | $24.9K | Buy |
+49
| New | +$24.9K | 0.01% | 486 |
|
|
2024
Q3 | – | Sell |
-96
| Closed | -$44.5K | – | 1177 |
|
|
2024
Q2 | $44.5K | Sell |
96
-11
| -10% | -$5.1K | 0.01% | 370 |
|
|
2024
Q1 | $46.2K | Buy |
+107
| New | +$46.2K | 0.02% | 209 |
|