Romano Brothers & Co’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,500
| Closed | -$567K | – | 313 |
|
2023
Q3 | $567K | Hold |
1,500
| – | – | 0.09% | 187 |
|
2023
Q2 | $572K | Hold |
1,500
| – | – | 0.09% | 192 |
|
2023
Q1 | $477K | Hold |
1,500
| – | – | 0.07% | 212 |
|
2022
Q4 | $374K | Hold |
1,500
| – | – | 0.06% | 231 |
|
2022
Q3 | $386K | Buy |
+1,500
| New | +$386K | 0.06% | 222 |
|