Pin Oak Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$7K | – | 505 |
|
|
2024
Q2 | $7K | Hold |
15
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $6K | Hold |
15
| – | – | 0.01% | 375 |
|
|
2023
Q4 | $6K | Hold |
15
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $6K | Hold |
15
| – | – | 0.01% | 366 |
|
|
2023
Q2 | $6K | Hold |
15
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $5K | Hold |
15
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 365 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$6K | – | 458 |
|
|
2019
Q2 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 400 |
|
|
2018
Q3 | – | Sell |
-5
| Closed | -$1K | – | 451 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 415 |
|