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RE Dickinson Investment Advisors’s Watsco Inc WSO Stock Holding History

RE Dickinson Investment Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% 126
2024
Q1 		$19K Buy
44
+1
+2% +$402 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% -$12K ﹤0.01% 247
2022
Q4 		$21K Buy
84
+1
+1% +$263 0.01% 204
2022
Q3 		$21K Hold
83
– – 0.02% 110
2022
Q2 		$20 Buy
+83
New +$21.8K ﹤0.01% 129

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