Rational Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,343
| Closed | -$798K | – | 263 |
|
|
2022
Q2 | $798K | Sell |
3,343
-1,019
| -23% | -$243K | 0.06% | 91 |
|
|
2022
Q1 | $1.33M | Buy |
+4,362
| New | +$1.33M | 0.08% | 80 |
|
|
2016
Q3 | – | Sell |
-650
| Closed | -$91K | – | 309 |
|
|
2016
Q2 | $91K | Buy |
+650
| New | +$91K | 0.06% | 172 |
|