Pathstone Family Office’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $956K | Buy |
2,531
+1,161
| +85% | +$439K | 0.01% | 727 |
|
|
2023
Q2 | $548K | Buy |
1,370
+705
| +106% | +$282K | 0.01% | 712 |
|
|
2023
Q1 | $212K | Sell |
665
-1,267
| -66% | -$403K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $482K | Sell |
1,932
-12
| -0.6% | -$2.99K | ﹤0.01% | 1114 |
|
|
2022
Q3 | $500K | Buy |
+1,944
| New | +$500K | ﹤0.01% | 1075 |
|