RFP Financial Group’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 |
-386
| Closed | -$179K | – | 808 |
|
|
2024
Q2 | $179K | Buy |
386
+46
| +14% | +$21.3K | 0.07% | 114 |
|
|
2024
Q1 | $147K | Hold |
340
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $146K | Hold |
340
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $128K | Hold |
340
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $130K | Buy |
340
+190
| +127% | +$72.5K | 0.05% | 125 |
|
|
2023
Q1 | $47.7K | Sell |
150
-190
| -56% | -$60.5K | 0.06% | 114 |
|
|
2022
Q4 | $84.8K | Buy |
+340
| New | +$84.8K | 0.04% | 149 |
|