RE Dickinson 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
Q4 | $211K | Hold |
44
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $21.8K | Hold |
44
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $20.4K | Hold |
44
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $19K | Buy |
44
+1
| +2% | +$432 | 0.01% | 130 |
|
|
2023
Q4 | $19K | Hold |
43
| – | – | 0.01% | 133 |
|
|
2023
Q3 | $16K | Hold |
43
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $16K | Hold |
43
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $14K | Sell |
43
-41
| -49% | -$13.3K | ﹤0.01% | 247 |
|
|
2022
Q4 | $21K | Buy |
84
+1
| +1% | +$250 | 0.01% | 204 |
|
|
2022
Q3 | $21K | Hold |
83
| – | – | 0.02% | 110 |
|
|
2022
Q2 | $20 | Buy |
+83
| New | +$20 | ﹤0.01% | 129 |
|