Pine Valley Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $428K | Buy |
904
+36
| +4% | +$17.1K | 0.03% | 335 |
|
|
2024
Q3 | $427K | Hold |
868
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $402K | Sell |
868
-486
| -36% | -$225K | 0.03% | 317 |
|
|
2024
Q1 | $585K | Buy |
1,354
+21
| +2% | +$9.07K | 0.04% | 268 |
|
|
2023
Q4 | $571K | Buy |
1,333
+37
| +3% | +$15.9K | 0.04% | 266 |
|
|
2023
Q3 | $490K | Buy |
1,296
+67
| +5% | +$25.3K | 0.04% | 275 |
|
|
2023
Q2 | $469K | Buy |
+1,229
| New | +$469K | 0.05% | 254 |
|